We are live on ! Find out more
LMBS icon

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
LA
101
LexAurum Advisors
Kansas
$4.6M -$222K -4,689 -5%
CCA
102
Cottonwood Capital Advisors
Utah
$4.58M -$129K -2,727 -3%
FPIS
103
Financial Planning & Information Services
Wisconsin
$4.57M +$4.11M +86,850 +918%
AFA
104
Alpha Financial Advisors
North Carolina
$4.53M +$4.52M +95,600 New
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$4.34M +$4.33M +91,527 New
PFS
106
Prospera Financial Services
Texas
$4.3M -$1.13M -23,878 -21%
FAM
107
Flaharty Asset Management
Florida
$4.21M -$1.19M -25,119 -22%
DWP
108
Destiny Wealth Partners
Florida
$3.93M -$80.9K -1,711 -2%
TLFA
109
True Link Financial Advisors
California
$3.92M +$177K +3,750 +5%
LCWP
110
Legacy Capital Wealth Partners
Arkansas
$3.87M +$11.3K +238 +0.3%
US Bancorp
111
US Bancorp
Minnesota
$3.7M -$156K -3,297 -4%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$3.69M -$641K -13,562 -15%
WE
113
Wealth Effects
Massachusetts
$3.6M -$166K -3,502 -4%
TB
114
Treynor Bancshares
Iowa
$3.56M +$264K +5,594 +8%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$3.45M +$1.82M +38,500 +112%
CA
116
Cetera Advisors
Colorado
$3.41M -$321K -6,795 -9%
HW
117
Hedeker Wealth
Illinois
$3.4M -$552K -11,688 -14%
LNC
118
Lincoln National Corp
Pennsylvania
$3.23M -$429K -9,083 -12%
FHB
119
First Hawaiian Bank
Hawaii
$3.16M
DC
120
Davenport & Co
Virginia
$3.1M -$541K -11,455 -15%
CMS
121
Capital Market Strategies
Florida
$2.92M -$154K -3,262 -5%
AWA
122
Arkadios Wealth Advisors
Georgia
$2.88M -$155K -3,273 -5%
SFS
123
Sowell Financial Services
Arkansas
$2.81M -$694K -14,689 -20%
CPIA
124
Cornell Pochily Investment Advisors
New York
$2.75M -$436K -9,223 -14%
SAM
125
SignalPoint Asset Management
Missouri
$2.73M +$275K +5,823 +11%