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

370 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, 113 increasing their positions, 195 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-6
Holders Change %
-1.6%
% of All Funds
5.9%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.45%
New
27
Increased
113
Reduced
195
Closed
30
Calls
$416K
Puts
$52K
Net Calls
+$364K
Net Calls Change
+$7.07M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
26
Inspirion Wealth Advisors
Illinois
$18.9M -$384K -8,133 -2%
HighTower Advisors
27
HighTower Advisors
Illinois
$18.3M -$207K -4,384 -1%
AWM
28
AE Wealth Management
Kansas
$18M -$1.15M -24,357 -6%
WCFA
29
Walkner Condon Financial Advisors
Wisconsin
$16.3M -$933K -19,758 -5%
OWP
30
Obermeyer Wealth Partners
Colorado
$16M -$35.1K -742 -0.2%
FEG
31
Financial Enhancement Group
Indiana
$15.9M -$166K -3,525 -1%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$15.8M +$1.2M +25,320 +8%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$15.5M -$6.01M -127,167 -28%
KAS
34
Kestra Advisory Services
Texas
$14.9M +$2.29M +48,432 +18%
LPT
35
Legacy Private Trust
Wisconsin
$14.8M -$284K -6,004 -2%
TCM
36
TD Capital Management
Tennessee
$14.4M -$362K -7,658 -2%
TPW
37
TL Private Wealth
Texas
$14.3M +$495K +10,496 +4%
CSIC
38
Clifford Swan Investment Counsel
California
$14M -$1.24M -26,259 -8%
EFL
39
ERn Financial LLC
Wisconsin
$13.5M -$315K -6,665 -2%
UCFA
40
United Capital Financial Advisors
Texas
$13.4M -$3.05M -64,643 -19%
WFS
41
Weitzel Financial Services
Iowa
$13.2M -$174K -3,711 -1%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$13.1M +$492K +10,412 +4%
CCM
43
Condor Capital Management
New Jersey
$13M -$119K -2,510 -0.9%
FPIS
44
Financial Planning & Information Services
Wisconsin
$12.9M +$1.25M +26,422 +11%
DWM
45
Darwin Wealth Management
Florida
$12.2M -$332K -7,018 -3%
PAG
46
Private Advisor Group
New Jersey
$12M -$2.86M -60,591 -19%
KPWS
47
Kestra Private Wealth Services
Texas
$12M +$676K +14,300 +6%
HCA
48
Heck Capital Advisors
Wisconsin
$11.6M +$270K +5,719 +2%
PA
49
Prism Advisors
California
$11.6M +$482K +10,211 +4%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$11.5M +$641K +13,562 +6%