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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
PA
51
Prism Advisors
California
$10.8M -$635K -13,428 -6%
SWA
52
Stratos Wealth Advisors
Ohio
$10.5M -$549K -11,605 -5%
IA
53
IFP Advisors
Florida
$10.1M -$821K -17,361 -8%
William Blair & Company
54
William Blair & Company
Illinois
$10.1M -$15.5M -328,090 -61%
MML Investors Services
55
MML Investors Services
Massachusetts
$9.99M +$529K +11,183 +6%
VCM
56
Vivaldi Capital Management
Illinois
$9.98M +$701K +14,824 +8%
TGAM
57
TBH Global Asset Management
Tennessee
$9.94M -$307K -6,485 -3%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$9.83M +$782K +16,534 +9%
AWS
59
Atria Wealth Solutions
New York
$9.8M -$2.92M -61,740 -23%
SPC
60
Sigma Planning Corp
Michigan
$9.57M +$373K +7,886 +4%
RA
61
RiverTree Advisors
Florida
$9.16M -$4.01M -84,729 -30%
SIM
62
SSI Investment Management
California
$9.14M -$13.2K -280 -0.1%
KPWS
63
Kestra Private Wealth Services
Texas
$9.01M +$3.25M +68,783 +57%
CA
64
CoreCap Advisors
Michigan
$8.91M -$16.1K -340 -0.2%
AAS
65
Avantax Advisory Services
Texas
$8.52M +$1.5M +31,648 +21%
WS
66
Wedbush Securities
California
$8.11M -$5.08M -107,375 -39%
MMA
67
Miracle Mile Advisors
California
$7.94M +$6.63M +140,218 +515%
HGWM
68
Harvest Group Wealth Management
Massachusetts
$7.89M -$548K -11,591 -7%
WAM
69
WealthTrust Asset Management
Florida
$7.87M -$1.74M -36,901 -18%
GLA
70
Good Life Advisors
Pennsylvania
$7.8M +$381K +8,058 +5%
DADC
71
D.A. Davidson & Co
Montana
$7.7M +$47.9K +1,013 +0.6%
PSCM
72
Per Stirling Capital Management
Texas
$7.62M +$7.6M +160,738 New
WCA
73
Westover Capital Advisors
Delaware
$7.57M -$369K -7,796 -5%
PP
74
PFS Partners
New Jersey
$7.29M -$59.1K -1,251 -0.8%
KWM
75
Kingsview Wealth Management
Oregon
$7.16M +$3.06M +64,656 +75%