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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 %
Cerity Partners
76
Cerity Partners
New York
$6.31M 133,523 +51,269 +62%
CFS
77
Commonwealth Financial Services
West Virginia
$6.21M 131,525 +131,525 New
CW
78
Connectus Wealth
Ohio
$6.19M 131,096 +32,905 +34%
FFN
79
Focus Financial Network
Minnesota
$6.15M 130,285 +43,658 +50%
AWS
80
Atria Wealth Solutions
New York
$6.01M 127,217 -5,285 -4%
SWP
81
Stratos Wealth Partners
Ohio
$5.92M 125,243 -804 -0.6%
NA
82
NewEdge Advisors
Louisiana
$5.91M 125,017 -146,553 -54%
BAM
83
Bellevue Asset Management
Washington
$5.9M 124,894 +1,461 +1%
GBT
84
Grove Bank & Trust
Florida
$5.83M 123,443 -3,607 -3%
AIP
85
Ameritas Investment Partners
Nebraska
$5.72M 121,034 +26,452 +28%
IWC
86
Integrated Wealth Concepts
Massachusetts
$5.68M 120,152 +21,705 +22%
KFGK
87
Keystone Financial Group (Kentucky)
Kentucky
$5.59M 118,319 -1,384 -1%
SCA
88
Snowden Capital Advisors
New York
$5.58M 118,104 +2,418 +2%
LCM
89
Lunt Capital Management
Utah
$5.37M 113,674 +5,737 +5%
IAA
90
Independent Advisor Alliance
North Carolina
$5.33M 112,745 +1,434 +1%
OC
91
Oppenheimer & Co
New York
$5.18M 109,652 +8,624 +9%
VWA
92
Visionary Wealth Advisors
Illinois
$5.07M 107,402 +32,672 +44%
MWAM
93
Manhattan West Asset Management
California
$4.99M 106,964 +106,964 New
DWMS
94
Dominguez Wealth Management Solutions
Virginia
$4.96M 104,915 -1,981 -2%
FAIM
95
Financial Advocates Investment Management
Washington
$4.95M 104,984 -7,082 -6%
Citigroup
96
Citigroup
New York
$4.85M 102,746 +9,946 +11%
AF
97
Allworth Financial
California
$4.79M 101,465 +87,753 +640%
AFA
98
Alpha Financial Advisors
North Carolina
$4.51M 95,469 +281 +0.3%
TAM
99
TCP Asset Management
Ohio
$4.5M 95,181 +2,408 +3%
MAG
100
MRA Advisory Group
New Jersey
$4.31M 91,296 -29,715 -25%