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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
SFS
26
Searcy Financial Services
Kansas
$21.7M +$450K +9,520 +2%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$21M +$572K +12,110 +3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$20.5M -$521K -11,020 -2%
HSA
29
HBK Sorce Advisory
Pennsylvania
$19.3M +$8.48M +179,492 +79%
NA
30
NewEdge Advisors
Louisiana
$18.4M -$1.43M -30,339 -7%
CAG
31
Csenge Advisory Group
Florida
$18.3M +$4.11M +86,902 +29%
WCFA
32
Walkner Condon Financial Advisors
Wisconsin
$17.6M -$1.05M -22,257 -6%
IWA
33
Inspirion Wealth Advisors
Illinois
$16.9M +$69.2K +1,465 +0.4%
CSIC
34
Clifford Swan Investment Counsel
California
$16.7M -$4.56M -96,400 -22%
KAS
35
Kestra Advisory Services
Texas
$16.4M -$374K -7,917 -2%
OWP
36
Obermeyer Wealth Partners
Colorado
$16.3M +$1.51M +31,966 +10%
FEG
37
Financial Enhancement Group
Indiana
$14.7M +$4.63M +97,944 +47%
SI
38
Stephens Inc
Arkansas
$13.9M -$3.76M -79,566 -21%
TPW
39
TL Private Wealth
Texas
$13.8M -$2.69M -56,914 -17%
EFL
40
ERn Financial LLC
Wisconsin
$13.7M +$190K +4,028 +1%
DWM
41
Darwin Wealth Management
Florida
$13.1M +$4.75M +100,412 +59%
HI
42
Harbour Investments
Wisconsin
$13M -$2.09M -44,286 -14%
LPT
43
Legacy Private Trust
Wisconsin
$12.9M +$414K +8,768 +3%
CCM
44
Condor Capital Management
New Jersey
$12.8M -$51.5K -1,090 -0.4%
TCM
45
TD Capital Management
Tennessee
$12.7M -$464K -9,817 -4%
WFS
46
Weitzel Financial Services
Iowa
$12.4M -$2.89M -61,046 -19%
AAS
47
Ameritas Advisory Services
Nebraska
$12.2M +$1.35M +28,580 +12%
Mariner
48
Mariner
Kansas
$12M +$4.29M +90,725 +56%
HCA
49
Heck Capital Advisors
Wisconsin
$11.8M +$198K +4,181 +2%
W
50
WealthOne
New York
$11.7M -$470K -9,942 -4%