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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
Cerity Partners
76
Cerity Partners
New York
$6.31M +$2.44M +51,269 +62%
CFS
77
Commonwealth Financial Services
West Virginia
$6.21M +$6.25M +131,525 New
CW
78
Connectus Wealth
Ohio
$6.19M +$1.56M +32,905 +34%
FFN
79
Focus Financial Network
Minnesota
$6.15M +$2.08M +43,658 +50%
AWS
80
Atria Wealth Solutions
New York
$6.01M -$251K -5,285 -4%
SWP
81
Stratos Wealth Partners
Ohio
$5.92M -$38.2K -804 -0.6%
NA
82
NewEdge Advisors
Louisiana
$5.91M -$6.97M -146,553 -54%
BAM
83
Bellevue Asset Management
Washington
$5.9M +$69.5K +1,461 +1%
GBT
84
Grove Bank & Trust
Florida
$5.83M -$172K -3,607 -3%
AIP
85
Ameritas Investment Partners
Nebraska
$5.72M +$1.26M +26,452 +28%
IWC
86
Integrated Wealth Concepts
Massachusetts
$5.68M +$1.03M +21,705 +22%
KFGK
87
Keystone Financial Group (Kentucky)
Kentucky
$5.59M -$65.8K -1,384 -1%
SCA
88
Snowden Capital Advisors
New York
$5.58M +$115K +2,418 +2%
LCM
89
Lunt Capital Management
Utah
$5.37M +$273K +5,737 +5%
IAA
90
Independent Advisor Alliance
North Carolina
$5.33M +$68.2K +1,434 +1%
OC
91
Oppenheimer & Co
New York
$5.18M +$410K +8,624 +9%
VWA
92
Visionary Wealth Advisors
Illinois
$5.07M +$1.55M +32,672 +44%
MWAM
93
Manhattan West Asset Management
California
$4.99M +$5.09M +106,964 New
DWMS
94
Dominguez Wealth Management Solutions
Virginia
$4.96M -$94.2K -1,981 -2%
FAIM
95
Financial Advocates Investment Management
Washington
$4.95M -$337K -7,082 -6%
Citigroup
96
Citigroup
New York
$4.85M +$473K +9,946 +11%
AF
97
Allworth Financial
California
$4.79M +$4.17M +87,753 +640%
AFA
98
Alpha Financial Advisors
North Carolina
$4.51M +$13.4K +281 +0.3%
TAM
99
TCP Asset Management
Ohio
$4.5M +$115K +2,408 +3%
MAG
100
MRA Advisory Group
New Jersey
$4.31M -$1.41M -29,715 -25%