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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
LWM
151
Laidlaw Wealth Management
New York
$1.78M -$129K -2,712 -7%
ATPW
152
Ashton Thomas Private Wealth
Arizona
$1.78M -$23.1K -486 -1%
FPWM
153
FSB Premier Wealth Management
Iowa
$1.77M -$297K -6,244 -14%
Citadel Advisors
154
Citadel Advisors
Florida
$1.77M +$1.76M +36,931 +6,054%
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$1.73M -$337K -7,081 -16%
WE
156
Wealth Effects
Massachusetts
$1.73M -$308K -6,485 -15%
HGERS
157
Householder Group Estate & Retirement Specialist
Arizona
$1.72M +$1.74M +36,496 New
LCWP
158
Legacy Capital Wealth Partners
Arkansas
$1.71M -$172K -3,607 -9%
CRI
159
Colonial River Investments
Virginia
$1.71M -$15.6K -327 -0.9%
IW
160
Imprint Wealth
South Carolina
$1.64M +$59.3K +1,247 +4%
BPA
161
Beacon Pointe Advisors
California
$1.61M -$228K -4,800 -12%
IFS
162
Ifrah Financial Services
Arkansas
$1.59M -$6.13K -129 -0.4%
OWM
163
OneAscent Wealth Management
Alabama
$1.59M -$34.2K -719 -2%
WWMSC
164
Wagner Wealth Management (South Carolina)
South Carolina
$1.54M -$273K -5,738 -15%
IAN
165
Integrated Advisors Network
Texas
$1.54M -$50.6K -1,064 -3%
PVI
166
Pine Valley Investments
New Jersey
$1.44M +$469K +9,853 +48%
NWMG
167
National Wealth Management Group
Ohio
$1.39M -$27K -568 -2%
RA
168
RFG Advisory
Alabama
$1.39M -$984K -20,700 -41%
IWM
169
IHT Wealth Management
Illinois
$1.38M +$202K +4,251 +17%
BIA
170
Bigelow Investment Advisors
Maine
$1.36M +$28.6K +601 +2%
WC
171
Waterloo Capital
Texas
$1.35M +$1.36M +28,555 New
NFG
172
Nations Financial Group
Iowa
$1.34M -$216K -4,543 -14%
6F
173
626 Financial
Michigan
$1.34M -$207K -4,352 -13%
ACA
174
Ascension Capital Advisors
Texas
$1.32M -$583K -12,254 -30%
CHC
175
City Holding Co
West Virginia
$1.32M +$453K +9,525 +52%