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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
MFG
101
Midwest Financial Group
Kansas
$4.21M +$114K +2,404 +3%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$4.06M +$1.56M +32,863 +62%
VCM
103
Vivaldi Capital Management
Illinois
$4.02M -$370K -7,775 -8%
MIFH
104
Migdal Insurance & Financial Holdings
Israel
$3.94M -$149K -3,135 -4%
TLFA
105
True Link Financial Advisors
California
$3.94M +$32.5K +683 +0.8%
PFS
106
Prospera Financial Services
Texas
$3.92M -$30.2K -635 -0.8%
TC
107
TAP Consulting
Missouri
$3.77M +$605K +12,727 +19%
FAM
108
Flaharty Asset Management
Florida
$3.7M -$285K -5,983 -7%
M1FG
109
Mach-1 Financial Group
Arkansas
$3.66M +$117K +2,460 +3%
JJBC
110
James J. Burns & Company
New York
$3.6M +$69.7K +1,466 +2%
TCM
111
Triumph Capital Management
Colorado
$3.59M -$181K -3,814 -5%
IWM
112
Iams Wealth Management
Nebraska
$3.59M +$3.61M +75,910 New
CCG
113
Cypress Capital Group
Florida
$3.51M -$999K -20,998 -22%
NW
114
NewEdge Wealth
Pennsylvania
$3.34M +$1.15M +24,286 +52%
WWP
115
WR Wealth Planners
Missouri
$3.34M -$139K -2,927 -4%
3LCM
116
3D/L Capital Management
Connecticut
$3.26M -$973K -20,454 -23%
AssetMark Inc
117
AssetMark Inc
California
$3.2M +$2.08M +43,802 +183%
Mariner
118
Mariner
Kansas
$3.16M -$487K -10,230 -13%
AI
119
Atria Investments
North Carolina
$3.16M +$280K +5,898 +10%
SOS
120
Silver Oak Securities
Tennessee
$3.11M +$43.7K +919 +1%
CCA
121
Cottonwood Capital Advisors
Utah
$3.06M -$705K -14,825 -19%
MFG
122
Mainsail Financial Group
Washington
$3.04M +$244K +5,126 +9%
FIA
123
Foundations Investment Advisors
Arizona
$2.97M +$136K +2,861 +5%
DC
124
Davenport & Co
Virginia
$2.84M -$10.8K -227 -0.4%
PCIA
125
Prime Capital Investment Advisors
Kansas
$2.83M -$677K -14,240 -19%