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

376 hedge funds and large institutions have $3.36B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 132 increasing their positions, 172 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
Holders Change %
0%
% of All Funds
5.93%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.46%
New
36
Increased
132
Reduced
172
Closed
31
Calls
$281K
Puts
$6.99M
Net Calls
-$6.71M
Net Calls Change
-$6.71M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$150K -$121K -2,539 -45%
MIM
327
MTM Investment Management
South Carolina
$148K -$8.34K -175 -5%
RIA
328
Realta Investment Advisors
Delaware
$135K +$135K +2,828 New
ACA
329
Aptus Capital Advisors
Alabama
$122K +$381 +8 +0.3%
OIA
330
Optimum Investment Advisors
Illinois
$110K
FFA
331
Farther Finance Advisors
California
$101K +$3K +63 +3%
OLVIG
332
Oliver Lagore Vanvalin Investment Group
Michigan
$88.1K +$88.1K +1,849 New
PB
333
Pinnacle Bancorp
Nebraska
$87.2K -$173K -3,633 -67%
ICM
334
Intrepid Capital Management
Florida
$79.3K +$79.3K +1,663 New
AF
335
Advisornet Financial
Minnesota
$73.9K -$5.01K -105 -6%
GWANC
336
Guardian Wealth Advisors (North Carolina)
North Carolina
$72.1K
SS
337
Sunbelt Securities
Texas
$72K -$620 -13 -0.9%
HIA
338
Harbor Investment Advisory
Maryland
$66.3K
TLA
339
Tanglewood Legacy Advisors
Texas
$63.4K
WP
340
WealthShield Partners
North Carolina
$63K -$4.62K -97 -7%
TAM
341
Tucker Asset Management
Colorado
$62.2K -$47K -985 -43%
WT
342
Washington Trust
Rhode Island
$57.2K
NA
343
Nordwand Advisors
Pennsylvania
$51.4K
GI
344
Gradient Investments
Minnesota
$47.3K +$33.5K +702 +242%
CSPIA
345
Cary Street Partners Investment Advisory
Virginia
$47.1K
TWM
346
Tradition Wealth Management
Minnesota
$41K +$41K +864 New
GM
347
GeoWealth Management
Illinois
$38K -$31.5K -670 -45%
BTI
348
Blue Trust Inc
Georgia
$36K
ST
349
Smithfield Trust
Pennsylvania
$34K
Citadel Advisors
350
Citadel Advisors
Florida
$29.1K -$445K -9,340 -94%