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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.

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 Market Value Shares Shares
Change
Shares
Change %
AAS
51
Ameritas Advisory Services
Nebraska
$11.2M 237,970 +138,171 +138%
SWA
52
Stratos Wealth Advisors
Ohio
$11M 232,306 +2,098 +0.9%
CCFM
53
Clear Creek Financial Management
Washington
$10.8M 228,447 -587 -0.3%
TGAM
54
TBH Global Asset Management
Tennessee
$10.6M 223,441 -19,267 -8%
SPC
55
Sigma Planning Corp
Michigan
$10.2M 214,949 -34,051 -14%
EE
56
EWG Elevate
California
$9.22M 195,164 +6,780 +4%
W
57
WealthOne
New York
$9.06M 191,888 -6,151 -3%
Renaissance Technologies
58
Renaissance Technologies
New York
$9.03M 191,176 -27,124 -12%
MML Investors Services
59
MML Investors Services
Massachusetts
$8.91M 188,631 +6,237 +3%
RA
60
RiverTree Advisors
Florida
$8.81M 186,575 -3,537 -2%
AWA
61
Aaron Wealth Advisors
Illinois
$8.59M 181,892 +181,892 New
AAS
62
Avantax Advisory Services
Texas
$8.4M 177,800 +11,067 +7%
HSA
63
HBK Sorce Advisory
Pennsylvania
$7.91M 167,353 -13,718 -8%
MMA
64
Miracle Mile Advisors
California
$7.89M 166,937 +3,918 +2%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$7.79M 164,937 +164,937 New
HI
66
Harbour Investments
Wisconsin
$7.75M 164,015 -52,515 -24%
Comerica Bank
67
Comerica Bank
Texas
$7.54M 159,642 +159,642 New
APWM
68
Atlas Private Wealth Management
New York
$7.41M 156,809 +3,147 +2%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$7.19M 150,959 -366,426 -71%
PP
70
PFS Partners
New Jersey
$7.06M 149,424 +332 +0.2%
KWM
71
Kingsview Wealth Management
Oregon
$6.91M 146,216 +41,945 +40%
NP
72
Nilsine Partners
Colorado
$6.88M 145,728 -1,185 -0.8%
LA
73
LexAurum Advisors
Kansas
$6.79M 143,773 +795 +0.6%
SIM
74
SSI Investment Management
California
$6.62M 140,229 -2,334 -2%
DADC
75
D.A. Davidson & Co
Montana
$6.36M 134,637 -18,853 -12%