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

371 hedge funds and large institutions have $3.14B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 114 increasing their positions, 195 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more call options, than puts

Call options by funds: $416K | Put options by funds: $52K

0.76% less ownership

Funds ownership: 77.85%77.08% (-0.76%)

2% less funds holding

Funds holding: 377371 (-6)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

7% less capital invested

Capital invested by funds: $3.36B → $3.14B (-$220M)

10% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 30

42% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 195

Holders
371
Holders Change
-6
Holders Change %
-1.59%
% of All Funds
5.89%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.44%
New
27
Increased
114
Reduced
195
Closed
30
Calls
$416K
Puts
$52K
Net Calls
+$364K
Net Calls Change
+$7.07M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
326
Realta Investment Advisors
Delaware
$135K
OIA
327
Optimum Investment Advisors
Illinois
$109K
JP Morgan Chase
328
JP Morgan Chase
New York
$98.1K +$75K +1,577 +315%
ACA
329
Aptus Capital Advisors
Alabama
$90.8K -$30K -631 -25%
PMFA
330
Plante Moran Financial Advisors
Michigan
$90.4K -$95.1K -2,000 -51%
PB
331
Pinnacle Bancorp
Nebraska
$86.4K
FFA
332
Farther Finance Advisors
California
$84.4K -$15.7K -330 -16%
HIA
333
Harbor Investment Advisory
Maryland
$80.8K +$15.2K +320 +23%
ICM
334
Intrepid Capital Management
Florida
$78.6K
SS
335
Sunbelt Securities
Texas
$70.7K -$666 -14 -0.9%
DFA
336
DHJJ Financial Advisors
Illinois
$69.8K +$70.3K +1,478 New
AF
337
Advisornet Financial
Minnesota
$61.2K -$12.1K -255 -16%
TAM
338
Tucker Asset Management
Colorado
$57.5K -$4.14K -87 -7%
WT
339
Washington Trust
Rhode Island
$56.6K
NA
340
Nordwand Advisors
Pennsylvania
$50.9K
OLVIG
341
Oliver Lagore Vanvalin Investment Group
Michigan
$49.2K -$38.4K -808 -44%
CSPIA
342
Cary Street Partners Investment Advisory
Virginia
$46.7K
GM
343
GeoWealth Management
Illinois
$45K +$6.99K +147 +18%
GWANC
344
Guardian Wealth Advisors (North Carolina)
North Carolina
$41.5K -$30.2K -635 -42%
TWM
345
Tradition Wealth Management
Minnesota
$41K
WP
346
WealthShield Partners
North Carolina
$39K -$23.6K -497 -38%
BTI
347
Blue Trust Inc
Georgia
$36K
ST
348
Smithfield Trust
Pennsylvania
$34K
AWA
349
Authentikos Wealth Advisory
California
$23.6K +$23.7K +499 New
SWM
350
Spire Wealth Management
Virginia
$20.7K