We are live on ! Find out more
LMBS icon

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

371 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, 114 increasing their positions, 195 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more call options, than puts

Call options by funds: $416K | Put options by funds: $52K

0.76% less ownership

Funds ownership: 77.85%77.08% (-0.76%)

2% less funds holding

Funds holding: 377371 (-6)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

7% less capital invested

Capital invested by funds: $3.36B → $3.14B (-$220M)

10% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 30

42% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 195

Holders
371
Holders Change
-6
Holders Change %
-1.59%
% of All Funds
5.89%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.44%
New
27
Increased
114
Reduced
195
Closed
30
Calls
$416K
Puts
$52K
Net Calls
+$364K
Net Calls Change
+$7.07M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Ameritas Advisory Services
Nebraska
$11.2M +$6.57M +138,171 +138%
SWA
52
Stratos Wealth Advisors
Ohio
$11M +$99.8K +2,098 +0.9%
CCFM
53
Clear Creek Financial Management
Washington
$10.8M -$27.9K -587 -0.3%
TGAM
54
TBH Global Asset Management
Tennessee
$10.6M -$916K -19,267 -8%
SPC
55
Sigma Planning Corp
Michigan
$10.2M -$1.62M -34,051 -14%
EE
56
EWG Elevate
California
$9.22M +$322K +6,780 +4%
W
57
WealthOne
New York
$9.06M -$293K -6,151 -3%
Renaissance Technologies
58
Renaissance Technologies
New York
$9.03M -$1.29M -27,124 -12%
MML Investors Services
59
MML Investors Services
Massachusetts
$8.91M +$297K +6,237 +3%
RA
60
RiverTree Advisors
Florida
$8.81M -$168K -3,537 -2%
AWA
61
Aaron Wealth Advisors
Illinois
$8.59M +$8.65M +181,892 New
AAS
62
Avantax Advisory Services
Texas
$8.4M +$526K +11,067 +7%
HSA
63
HBK Sorce Advisory
Pennsylvania
$7.91M -$652K -13,718 -8%
MMA
64
Miracle Mile Advisors
California
$7.89M +$186K +3,918 +2%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$7.79M +$7.84M +164,937 New
HI
66
Harbour Investments
Wisconsin
$7.75M -$2.5M -52,515 -24%
Comerica Bank
67
Comerica Bank
Texas
$7.54M +$7.59M +159,642 New
APWM
68
Atlas Private Wealth Management
New York
$7.41M +$150K +3,147 +2%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$7.19M -$17.4M -366,426 -71%
PP
70
PFS Partners
New Jersey
$7.06M +$15.8K +332 +0.2%
KWM
71
Kingsview Wealth Management
Oregon
$6.91M +$1.99M +41,945 +40%
NP
72
Nilsine Partners
Colorado
$6.88M -$56.4K -1,185 -0.8%
LA
73
LexAurum Advisors
Kansas
$6.79M +$37.8K +795 +0.6%
SIM
74
SSI Investment Management
California
$6.62M -$111K -2,334 -2%
DADC
75
D.A. Davidson & Co
Montana
$6.36M -$897K -18,853 -12%