LMBS icon

First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

382 hedge funds and large institutions have $3.75B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 121 increasing their positions, 187 reducing their positions, and 28 closing their positions.

Holders
382
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.46%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.63%
New
33
Increased
121
Reduced
187
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$19.6M 405,575 -291,047 -42%
SCA
27
Snowden Capital Advisors
New York
$19M 394,400 +10,590 +3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$18.8M 389,152 +90,016 +30%
WCFA
29
Walkner Condon Financial Advisors
Wisconsin
$18.5M 382,608 +9,928 +3%
KAS
30
Kestra Advisory Services
Texas
$18.2M 375,868 -532 -0.1%
NA
31
NewEdge Advisors
Louisiana
$18.1M 374,719 +61,086 +19%
TPW
32
TL Private Wealth
Texas
$17.3M 358,352 -17,952 -5%
OWP
33
Obermeyer Wealth Partners
Colorado
$16.2M 334,419 +3,103 +0.9%
IWA
34
Inspirion Wealth Advisors
Illinois
$15.9M 329,651 +4,716 +1%
HI
35
Harbour Investments
Wisconsin
$15.4M 318,878 +318,878 New
WFS
36
Weitzel Financial Services
Iowa
$15.3M 316,516 +92,418 +41%
CAG
37
Csenge Advisory Group
Florida
$13.9M 288,481 +1,416 +0.5%
SWM
38
Stockman Wealth Management
Montana
$13.5M 279,421 -885,934 -76%
EFL
39
ERn Financial LLC
Wisconsin
$13.4M 278,250 +34,032 +14%
CCM
40
Condor Capital Management
New Jersey
$13.2M 272,786 -4,898 -2%
PAG
41
Private Advisor Group
New Jersey
$13M 269,064 -96,558 -26%
AWS
42
Atria Wealth Solutions
New York
$12.9M 266,556 -95,789 -26%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$12.7M 263,312 -36,676 -12%
TCM
44
TD Capital Management
Tennessee
$12.6M 261,835 -16,841 -6%
KCM
45
Karp Capital Management
California
$12.5M 259,139 -2,603 -1%
LPT
46
Legacy Private Trust
Wisconsin
$12.4M 256,177 +256,177 New
W
47
WealthOne
New York
$12.1M 250,715 -7,556 -3%
PA
48
Prism Advisors
California
$11.9M 246,854 -8,693 -3%
SWA
49
Stratos Wealth Advisors
Ohio
$11.1M 229,700 -8,207 -3%
3LCM
50
3D/L Capital Management
Connecticut
$11M 227,456 -4,197 -2%