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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
WWA
401
WCG Wealth Advisors
Nevada
-$347K -7,301 Closed
PSF
402
Pacific Sun Financial
California
-$338K -7,140 Closed
WHCI
403
W.H. Cornerstone Investments
Massachusetts
-$314K -6,650 Closed
MHS
404
M Holdings Securities
Oregon
-$312K -6,585 Closed
TSS
405
Two Sigma Securities
New York
-$274K -5,794 Closed
SLWA
406
San Luis Wealth Advisors
California
-$256K -5,412 Closed
WP
407
WealthShield Partners
North Carolina
-$247K -5,216 Closed
IAP
408
Indie Asset Partners
Indiana
-$239K -5,050 Closed
SWM
409
SeaCrest Wealth Management
New York
-$235K -4,973 Closed
AL
410
ADE LLC
Maryland
-$228K -4,813 Closed
HWM
411
Howard Wealth Management
Connecticut
-$222K -4,700 Closed
CCG
412
Coastwise Capital Group
California
-$222K -4,683 Closed
ODFS
413
O'Donnell Financial Services
California
-$220K -4,650 Closed
PCM
414
Presidio Capital Management
California
-$218K -4,600 Closed
UWM
415
USAdvisors Wealth Management
Minnesota
-$210K -4,426 Closed
IWA
416
Icon Wealth Advisors
Texas
-$191K -4,035 Closed
PGAM
417
Princeton Global Asset Management
New Jersey
-$42K -893 Closed
CTC
418
Central Trust Company
Missouri
-$21K -444 Closed
Simplex Trading
419
Simplex Trading
Illinois
-$4K -100 Closed