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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
SAM
126
SignalPoint Asset Management
Missouri
$2.79M -$524K -11,096 -16%
BFEC
127
Benjamin F. Edwards & Company
Missouri
$2.69M +$1.17M +24,862 +78%
RIA
128
Regal Investment Advisors
Michigan
$2.66M +$86.3K +1,827 +3%
GLA
129
Good Life Advisors
Pennsylvania
$2.65M -$49.1K -1,040 -2%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$2.61M +$817K +17,288 +46%
VCM
131
Virtue Capital Management
Tennessee
$2.5M
DWP
132
Destiny Wealth Partners
Florida
$2.5M -$852K -18,033 -25%
WS
133
Wedbush Securities
California
$2.5M -$308K -6,511 -11%
FF
134
Friedenthal Financial
New Jersey
$2.34M -$26K -550 -1%
CWA
135
Centennial Wealth Advisory
Michigan
$2.34M +$7.94K +168 +0.3%
KWS
136
Keystone Wealth Services
California
$2.33M +$2.33M +49,384 New
Bank of New York Mellon
137
Bank of New York Mellon
New York
$2.2M -$109K -2,314 -5%
FHB
138
First Hawaiian Bank
Hawaii
$2.16M
ECA
139
Elevated Capital Advisors
Utah
$2.12M +$88.3K +1,870 +4%
BFG
140
Beacon Financial Group
Texas
$2.12M -$35.3K -739 -2%
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$2.1M +$1.56K +33 +0.1%
ASN
142
Advisory Services Network
Georgia
$2.07M -$1.01M -21,473 -33%
CA
143
Cetera Advisors
Colorado
$1.93M -$127K -2,698 -6%
SAS
144
Sage Advisory Services
Texas
$1.9M
CPIA
145
Cornell Pochily Investment Advisors
New York
$1.9M -$662K -14,012 -26%
SWM
146
Stockman Wealth Management
Montana
$1.85M -$185K -3,913 -9%
CPIG
147
Chicago Partners Investment Group
Illinois
$1.85M -$359K -7,677 -16%
PAS
148
Park Avenue Securities
New York
$1.83M +$183K +3,864 +11%
MA
149
Mutual Advisors
Nebraska
$1.83M +$85.4K +1,807 +5%
CAL
150
Capital Analysts LLC
Pennsylvania
$1.81M +$708K +14,988 +64%