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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
TWD
351
True Wealth Design
Ohio
$18.9K
APC
352
Aspire Private Capital
North Carolina
$17.1K -$2.52K -53 -13%
ACM
353
Antonetti Capital Management
Florida
$16.1K
BNP Paribas Financial Markets
354
BNP Paribas Financial Markets
France
$14.2K +$14.3K +300 New
GI
355
Gradient Investments
Minnesota
$13.7K -$33.4K -702 -71%
BEI
356
Benjamin Edwards Inc
Missouri
$12K -$143 -3 -1%
SWM
357
Sanctuary Wealth Management
Idaho
$11.2K
TFG
358
Team Financial Group
California
$10.5K +$10.5K +221 New
MRCM
359
M&R Capital Management
New Jersey
$10K +$143 +3 +1%
HT
360
Headlands Technologies
Illinois
$9.78K +$9.84K +207 New
FIM
361
FWL Investment Management
Texas
$8.64K +$8.7K +183 New
SIS
362
Sound Income Strategies
Florida
$6.26K -$13.8K -290 -69%
TRCT
363
Tower Research Capital (TRC)
New York
$3.97K +$3K +63 +300%
FRA
364
Front Row Advisors
California
$3.54K
SCA
365
Stonebridge Capital Advisors
Minnesota
$3.14K +$48 +1 +2%
ME
366
McIlrath & Eck
Washington
$3.07K
HCP
367
Hexagon Capital Partners
Arkansas
$2.65K
PA
368
PSI Advisors
Florida
$1.13K
SIA
369
SkyView Investment Advisors
New Jersey
$1K -$563K -11,841 -100%
FGAM
370
Financial Gravity Asset Management
Texas
$624 -$1.67K -35 -73%
Fidelity Investments
371
Fidelity Investments
Massachusetts
$142 -$428 -9 -75%
HNB
372
Huntington National Bank
Ohio
$94
JAWM
373
J. Arnold Wealth Management
Ohio
-$79.5M -1,667,786 Closed
AWA
374
Arete Wealth Advisors
Illinois
-$2.57M -53,835 Closed
WA
375
Win Advisors
Florida
-$2.01M -52,321 Closed