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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
CSPIA
351
Cary Street Partners Investment Advisory
Virginia
$46.9K +$46.7K +989 New
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$39.4K +$39.2K +830 New
ST
353
Smithfield Trust
Pennsylvania
$34K
SBL
354
Sargent Bickham Lagudis
Colorado
$27.6K
Bank of Montreal
355
Bank of Montreal
Ontario, Canada
$26.6K -$9.64K -204 -27%
SWM
356
Spire Wealth Management
Virginia
$21K
APC
357
Aspire Private Capital
North Carolina
$19.6K -$1.42K -30 -7%
TWD
358
True Wealth Design
Ohio
$19K +$18.9K +400 New
ACM
359
Antonetti Capital Management
Florida
$16.1K
BEI
360
Benjamin Edwards Inc
Missouri
$15K -$8.04K -170 -35%
CWA
361
Clearview Wealth Advisors
Oregon
$13.8K +$142 +3 +1%
GI
362
Gradient Investments
Minnesota
$13.7K -$7.75K -164 -36%
CIM
363
Contravisory Investment Management
Massachusetts
$10.5K +$662 +14 +7%
MRCM
364
M&R Capital Management
New Jersey
$9.82K -$14.1K -298 -59%
SIS
365
Sound Income Strategies
Florida
$8.96K +$8.93K +189 New
HWMA
366
Heritage Wealth Management (Arizona)
Arizona
$5.21K +$2.6K +55 +100%
FRA
367
Front Row Advisors
California
$4K
FGAM
368
Financial Gravity Asset Management
Texas
$3.54K -$8.89K -188 -80%
ME
369
McIlrath & Eck
Washington
$3.08K
SCA
370
Stonebridge Capital Advisors
Minnesota
$3.08K +$47 +1 +2%
FA
371
Fiduciary Alliance
South Carolina
$2.85K +$2.84K +60 New
HCP
372
Hexagon Capital Partners
Arkansas
$2.65K -$28.2K -596 -91%
TRCT
373
Tower Research Capital (TRC)
New York
$2K +$1.84K +39 New
S
374
SignatureFD
Georgia
$1.85K
RFS
375
Retirement Financial Solutions
Tennessee
$1.19K +$1.18K +25 New