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

370 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, 113 increasing their positions, 195 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-6
Holders Change %
-1.6%
% of All Funds
5.9%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.45%
New
27
Increased
113
Reduced
195
Closed
30
Calls
$416K
Puts
$52K
Net Calls
+$364K
Net Calls Change
+$7.07M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
326
Optimum Investment Advisors
Illinois
$109K
JPMorgan Chase & Co
327
JPMorgan Chase & Co
New York
$98.1K +$74.5K +1,577 +315%
ACA
328
Aptus Capital Advisors
Alabama
$90.8K -$29.8K -631 -25%
PMFA
329
Plante Moran Financial Advisors
Michigan
$90.4K -$94.5K -2,000 -51%
PB
330
Pinnacle Bancorp
Nebraska
$86.4K
FFA
331
Farther Finance Advisors
California
$84.4K -$15.6K -330 -16%
HIA
332
Harbor Investment Advisory
Maryland
$80.8K +$15.1K +320 +23%
ICM
333
Intrepid Capital Management
Florida
$78.6K
SS
334
Sunbelt Securities
Texas
$70.7K -$661 -14 -0.9%
DFA
335
DHJJ Financial Advisors
Illinois
$69.8K +$69.8K +1,478 New
AF
336
Advisornet Financial
Minnesota
$61.2K -$12K -255 -16%
TAM
337
Tucker Asset Management
Colorado
$57.5K -$4.11K -87 -7%
WT
338
Washington Trust
Rhode Island
$56.6K
NA
339
Nordwand Advisors
Pennsylvania
$50.9K
OLVIG
340
Oliver Lagore Vanvalin Investment Group
Michigan
$49.2K -$38.2K -808 -44%
CSPIA
341
Cary Street Partners Investment Advisory
Virginia
$46.7K
GM
342
GeoWealth Management
Illinois
$45K +$6.93K +147 +18%
GWANC
343
Guardian Wealth Advisors (North Carolina)
North Carolina
$41.5K -$30K -635 -42%
TWM
344
Tradition Wealth Management
Minnesota
$41K
WP
345
WealthShield Partners
North Carolina
$39K -$23.5K -497 -38%
BTI
346
Blue Trust Inc
Georgia
$36K
ST
347
Smithfield Trust
Pennsylvania
$34K
AWA
348
Authentikos Wealth Advisory
California
$23.6K +$23.6K +499 New
SWM
349
Spire Wealth Management
Virginia
$20.7K
TWD
350
True Wealth Design
Ohio
$18.9K