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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
PA
376
PSI Advisors
Florida
$1.14K -$27.8K -589 -96%
HS
377
Horan Securities
United States
$1.09K
PPWM
378
PFG Private Wealth Management
Florida
$1K +$993 +21 New
Fidelity Investments
379
Fidelity Investments
Massachusetts
$190 -$2.22K -47 -92%
HNB
380
Huntington National Bank
Ohio
$95
SFI
381
SPC Financial Inc
Maryland
-$25.3M -534,418 Closed
P3I
382
Progeny 3 Inc
Washington
-$7.37M -155,615 Closed
RWB
383
RMR Wealth Builders
New Jersey
-$6.42M -135,674 Closed
KCM
384
Karp Capital Management
California
-$5.54M -116,924 Closed
AWA
385
ARQ Wealth Advisors
Arizona
-$2.69M -56,895 Closed
TCM
386
Triumph Capital Management
Colorado
-$2.58M -54,516 Closed
HGERS
387
Householder Group Estate & Retirement Specialist
Arizona
-$2.44M -51,558 Closed
T
388
TCWP
Ohio
-$2.3M -48,559 Closed
TCWM
389
Total Clarity Wealth Management
Illinois
-$1.31M -27,732 Closed
VWA
390
V Wealth Advisors
Kansas
-$1.25M -26,367 Closed
FTUS
391
Flow Traders U.S.
New York
-$718K -15,168 Closed
Ameriprise
392
Ameriprise
Minnesota
-$701K -14,804 Closed
EA
393
Ellsworth Advisors
Ohio
-$637K -13,462 Closed
BBA
394
Braun-Bostich & Associates
Pennsylvania
-$473K -9,988 Closed
GWSG
395
GPS Wealth Strategies Group
Colorado
-$447K -9,442 Closed
OBWG
396
Onyx Bridge Wealth Group
New York
-$433K -9,177 Closed
OA
397
Oxbow Advisors
Texas
-$427K -9,017 Closed
CS
398
Credit Suisse
Switzerland
-$408K -8,611 Closed
APWA
399
Atlas Private Wealth Advisors
New Jersey
-$390K -8,238 Closed
FWP
400
Firethorn Wealth Partners
Georgia
-$379K -8,001 Closed