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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

379 hedge funds and large institutions have $5.15B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 101 increasing their positions, 202 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $3.78B → $5.15B (+$1.36B)

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

0.65% more ownership

Funds ownership: 74.74%75.39% (+0.65%)

0% more funds holding

Funds holding: 378379 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3131 (0)

50% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 202

Holders
379
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.09%
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
47
Increased
101
Reduced
202
Closed
39
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
326
EPG Wealth Management
Georgia
$220K -$240K -5,072 -52%
SMC
327
Smith, Moore & Co
Missouri
$212K -$108K -2,290 -34%
PB
328
Pinnacle Bancorp
Nebraska
$201K +$30.7K +650 +18%
RCM
329
Raleigh Capital Management
North Carolina
$179K -$77.7K -1,643 -30%
CF
330
Centaurus Financial
California
$172K -$49.6K -1,049 -22%
MIM
331
MTM Investment Management
South Carolina
$155K -$45.9K -970 -23%
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$145K -$25K -529 -15%
USCWA
333
U.S. Capital Wealth Advisors
Texas
$142K +$142K +3,000 New
RIA
334
Realta Investment Advisors
Delaware
$134K
ACA
335
Aptus Capital Advisors
Alabama
$132K -$1.47K -31 -1%
AWM
336
Avior Wealth Management
Nebraska
$126K -$138K -2,921 -52%
PNC Financial Services Group
337
PNC Financial Services Group
Pennsylvania
$119K -$16.2K -342 -12%
TAM
338
Tucker Asset Management
Colorado
$113K
TCWA
339
Ten Capital Wealth Advisors
Washington
$109K
FFA
340
Farther Finance Advisors
California
$105K +$105K +2,211 New
AWM
341
Accel Wealth Management
Iowa
$101K +$520 +11 +0.5%
GWANC
342
Guardian Wealth Advisors (North Carolina)
North Carolina
$99K -$1.7K -36 -2%
PMFA
343
Plante Moran Financial Advisors
Michigan
$90.7K
FPB
344
First PREMIER Bank
South Dakota
$75K -$28.4K -600 -27%
AF
345
Advisornet Financial
Minnesota
$72.3K
HIA
346
Harbor Investment Advisory
Maryland
$65.9K
TLA
347
Tanglewood Legacy Advisors
Texas
$63.1K +$62.9K +1,330 New
BTI
348
Blue Trust Inc
Georgia
$58K +$22.5K +476 +63%
Bessemer Group
349
Bessemer Group
New Jersey
$57K +$56.7K +1,200 New
WT
350
Washington Trust
Rhode Island
$56.8K