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
CPIG
126
Chicago Partners Investment Group
Illinois
$2.73M -$356K -7,528 -12%
SG
127
StoneX Group
New York
$2.73M +$6.48K +137 +0.2%
AA
128
AlphaMark Advisors
Kentucky
$2.68M -$218K -4,614 -8%
SOS
129
Silver Oak Securities
Tennessee
$2.57M -$549K -11,616 -18%
JAWM
130
J. Arnold Wealth Management
Ohio
$2.47M +$2.14M +45,352 +668%
RIA
131
Regal Investment Advisors
Michigan
$2.45M -$67.6K -1,431 -3%
WI
132
Wintrust Investments
Illinois
$2.42M -$500K -10,588 -17%
BFG
133
Beacon Financial Group
Texas
$2.39M -$136K -2,881 -5%
ASN
134
Advisory Services Network
Georgia
$2.39M -$475K -10,051 -17%
ACA
135
Ascension Capital Advisors
Texas
$2.38M -$1.31M -27,735 -36%
BPA
136
Beacon Pointe Advisors
California
$2.38M -$2.43M -51,427 -51%
6F
137
626 Financial
Michigan
$2.35M +$295K +6,237 +14%
MAG
138
MRA Advisory Group
New Jersey
$2.35M +$764K +16,159 +48%
LWAC
139
Laurel Wealth Advisors (California)
California
$2.33M +$43.5K +920 +2%
PCIA
140
Prime Capital Investment Advisors
Kansas
$2.32M +$2.03M +42,951 +715%
CWM
141
Cranbrook Wealth Management
Michigan
$2.31M -$1.55M -32,842 -40%
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$2.3M +$1.3M +27,410 +129%
CWA
143
Centennial Wealth Advisory
Michigan
$2.24M -$237K -5,014 -10%
IWM
144
Iams Wealth Management
Nebraska
$2.23M +$2.23M +47,091 New
MFG
145
Mainsail Financial Group
Washington
$2.21M +$2.19M +46,237 New
FF
146
Friedenthal Financial
New Jersey
$2.17M +$20.1K +426 +0.9%
BCM
147
BlueCrest Capital Management
Jersey
$2.12M +$2.11M +44,641 New
AC
148
AIFG Consultants
New York
$2.08M +$2.07M +43,774 New
IWC
149
Integrated Wealth Concepts
Massachusetts
$2.05M +$580K +12,270 +40%
WWMSC
150
Wagner Wealth Management (South Carolina)
South Carolina
$2.05M -$667K -14,103 -25%