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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
AIC
151
Archer Investment Corporation
Indiana
$2.02M -$4.82K -102 -0.2%
FFG
152
Ford Financial Group
California
$1.99M -$123K -2,605 -6%
LFAS
153
Level Four Advisory Services
Texas
$1.95M -$70K -1,480 -3%
CAM
154
Cresset Asset Management
Illinois
$1.95M -$558K -11,813 -22%
FCM
155
Family Capital Management
Michigan
$1.93M +$1.93M +40,784 New
BWM
156
BerganKDV Wealth Management
Minnesota
$1.91M +$4.25K +90 +0.2%
MF
157
Manchester Financial
California
$1.88M -$1M -21,211 -35%
FPWM
158
FSB Premier Wealth Management
Iowa
$1.84M -$129K -2,733 -7%
MA
159
Mutual Advisors
Nebraska
$1.75M -$508K -10,738 -23%
JJBC
160
James J. Burns & Company
New York
$1.73M +$156K +3,298 +10%
RWPA
161
Richard W. Paul & Associates
Michigan
$1.73M +$1.72M +36,392 New
ATPW
162
Ashton Thomas Private Wealth
Arizona
$1.72M -$98.2K -2,078 -5%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$1.67M +$242K +5,114 +17%
IGWM
164
ICA Group Wealth Management
Colorado
$1.66M -$624K -13,195 -27%
RW
165
Rede Wealth
Virginia
$1.62M -$331K -7,011 -17%
IAN
166
Integrated Advisors Network
Texas
$1.61M +$82.6K +1,747 +5%
M1FG
167
Mach-1 Financial Group
Arkansas
$1.61M +$1.42M +30,101 +780%
LWM
168
Laidlaw Wealth Management
New York
$1.6M -$69.7K -1,475 -4%
IFS
169
Ifrah Financial Services
Arkansas
$1.57M -$33.2K -703 -2%
RIS
170
Retirement Income Solutions
Michigan
$1.56M -$6.47M -136,803 -81%
VCM
171
Virtue Capital Management
Tennessee
$1.56M +$123K +2,592 +9%
EE
172
EWG Elevate
California
$1.55M +$49.4K +1,046 +3%
EL
173
Essex LLC
Illinois
$1.55M -$402K -8,505 -21%
TC
174
Telemus Capital
Michigan
$1.44M +$1.43M +30,176 New
BFEC
175
Benjamin F. Edwards & Company
Missouri
$1.44M -$1.07M -22,726 -43%