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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
PG
376
Prostatis Group
Maryland
-$25.1K -25,122 Closed
OMC
377
Old Mission Capital
Illinois
-$782K -16,395 Closed
WDC
378
Woodward Diversified Capital
California
-$740K -15,526 Closed
LMKC
379
L.M. Kohn & Company
Ohio
-$578K -12,120 Closed
HF
380
HRT Financial
New York
-$570K -11,961 Closed
MG
381
Mather Group
Illinois
-$547K -11,466 Closed
VAS
382
Vestmark Advisory Solutions
Massachusetts
-$408K -8,565 Closed
MSFS
383
Main Street Financial Solutions
Pennsylvania
-$394K -8,272 Closed
TA
384
TFG Advisers
Michigan
-$296K -6,218 Closed
TI
385
Trexquant Investment
Connecticut
-$284K -5,952 Closed
EC
386
EdgeRock Capital
Colorado
-$280K -5,882 Closed
WAM
387
Warberg Asset Management
Illinois
-$277K -5,813 Closed
GCA
388
Genesee Capital Advisors
New York
-$266K -5,580 Closed
Thrivent Financial for Lutherans
389
Thrivent Financial for Lutherans
Minnesota
-$239K -5,007 Closed
KFSC
390
Keystone Financial Services (Colorado)
Colorado
-$230K -4,815 Closed
PAG
391
Private Advisory Group
Washington
-$214K -4,487 Closed
TSS
392
Two Sigma Securities
New York
-$210K -4,404 Closed
MCCP
393
Mission Creek Capital Partners
California
-$204K -4,289 Closed
TLA
394
Tanglewood Legacy Advisors
Texas
-$63.4K -1,330 Closed
CWA
395
Clearview Wealth Advisors
Oregon
-$14.1K -296 Closed
FA
396
Fiduciary Alliance
South Carolina
-$2.86K -60 Closed
FMII
397
Farmers & Merchants Investments Inc
Nebraska
-$2.77K -58 Closed
CA
398
Centerpoint Advisors
Massachusetts
-$3K -56 Closed
HS
399
Horan Securities
United States
-$1.1K -23 Closed
AA
400
Ancora Advisors
Ohio
-$477 -10 Closed