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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
APWM
76
Atlas Private Wealth Management
New York
$7.13M -$183K -3,876 -3%
SCA
77
Snowden Capital Advisors
New York
$7.05M -$11.4M -241,170 -62%
AI
78
Atria Investments
North Carolina
$6.92M -$949K -20,087 -12%
Renaissance Technologies
79
Renaissance Technologies
New York
$6.9M +$6.88M +145,600 New
GHA
80
GW Henssler & Associates
Georgia
$6.79M -$1.56M -32,932 -19%
CCFM
81
Clear Creek Financial Management
Washington
$6.65M -$2.05M -43,411 -24%
CCG
82
Cypress Capital Group
Florida
$6.55M -$1.56M -33,075 -19%
Citigroup
83
Citigroup
New York
$6.5M +$561K +11,875 +9%
SWP
84
Stratos Wealth Partners
Ohio
$6.5M -$145K -3,069 -2%
IAA
85
Independent Advisor Alliance
North Carolina
$6.41M +$739K +15,625 +13%
MG
86
Mather Group
Illinois
$6.41M +$112K +2,374 +2%
IAIM
87
International Assets Investment Management
Florida
$6.35M +$9.57M +202,455 New
BAM
88
Bellevue Asset Management
Washington
$6.18M -$830K -17,560 -12%
GBT
89
Grove Bank & Trust
Florida
$6.17M -$347K -7,346 -5%
Citadel Advisors
90
Citadel Advisors
Florida
$5.9M +$3.61M +76,470 +159%
TA
91
TrueWealth Advisors
Alabama
$5.59M -$634K -13,412 -10%
WWP
92
WR Wealth Planners
Missouri
$5.51M -$387K -8,197 -7%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$5.47M +$3.38M +71,521 +163%
KFGK
94
Keystone Financial Group (Kentucky)
Kentucky
$5.4M +$77.4K +1,637 +1%
3LCM
95
3D/L Capital Management
Connecticut
$5.38M -$5.07M -107,332 -49%
FAIM
96
Financial Advocates Investment Management
Washington
$5.21M -$465K -9,846 -8%
RA
97
RFG Advisory
Alabama
$5.21M -$4.74M -100,264 -48%
SWM
98
Stockman Wealth Management
Montana
$5.18M -$5.14M -108,776 -50%
MIFH
99
Migdal Insurance & Financial Holdings
Israel
$4.87M -$1.98M -41,835 -29%
DWMS
100
Dominguez Wealth Management Solutions
Virginia
$4.72M +$4.7M +99,463 New