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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

376 hedge funds and large institutions have $3.55B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 128 increasing their positions, 180 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
6.02%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.46%
New
34
Increased
128
Reduced
180
Closed
29
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
151
Laidlaw Wealth Management
New York
$1.92M +$305K +6,362 +19%
PIA
152
Perennial Investment Advisors
California
$1.85M +$1.85M +38,621 New
US Bancorp
153
US Bancorp
Minnesota
$1.84M -$1.89M -39,443 -51%
TA
154
TrueWealth Advisors
Alabama
$1.8M -$3.84M -80,262 -68%
RWPA
155
Richard W. Paul & Associates
Michigan
$1.78M +$42.6K +890 +2%
CWM
156
Cranbrook Wealth Management
Michigan
$1.78M -$552K -11,540 -24%
OWM
157
OneAscent Wealth Management
Alabama
$1.78M +$1.78M +37,236 New
ATPW
158
Ashton Thomas Private Wealth
Arizona
$1.76M +$23.6K +493 +1%
MA
159
Mutual Advisors
Nebraska
$1.76M -$8.38K -175 -0.5%
OC
160
Oppenheimer & Co
New York
$1.64M +$243K +5,068 +17%
GSC
161
Grey Street Capital
Illinois
$1.64M +$1.64M +34,268 New
ECA
162
Elevated Capital Advisors
Utah
$1.64M +$876K +18,306 +115%
6F
163
626 Financial
Michigan
$1.6M -$773K -16,150 -33%
IFS
164
Ifrah Financial Services
Arkansas
$1.6M +$11.8K +246 +0.7%
IAN
165
Integrated Advisors Network
Texas
$1.58M -$48K -1,002 -3%
HGERS
166
Householder Group Estate & Retirement Specialist
Arizona
$1.55M +$1.55M +32,462 New
EL
167
Essex LLC
Illinois
$1.55M
AWA
168
Authentikos Wealth Advisory
California
$1.54M +$1.54M +32,395 New
VCM
169
Virtue Capital Management
Tennessee
$1.48M -$98.4K -2,049 -6%
NFG
170
Nations Financial Group
Iowa
$1.47M +$147K +3,061 +11%
KA
171
Kovack Advisors
Florida
$1.44M +$10.7K +223 +0.7%
MF
172
Manchester Financial
California
$1.42M -$474K -9,892 -25%
IGWM
173
ICA Group Wealth Management
Colorado
$1.41M -$273K -5,698 -16%
JAWM
174
J. Arnold Wealth Management
Ohio
$1.35M -$1.15M -24,031 -46%
NWMG
175
National Wealth Management Group
Ohio
$1.33M +$1.78K +37 +0.1%