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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
SPIA
176
Steward Partners Investment Advisory
New York
$1.42M -$2.41M -51,082 -63%
KA
177
Kovack Advisors
Florida
$1.41M -$10.7K -227 -0.8%
OC
178
Oppenheimer & Co
New York
$1.39M -$6.52K -138 -0.5%
SIG
179
Sargent Investment Group
Maryland
$1.33M -$65.5K -1,385 -5%
FIM
180
Freedom Investment Management
Connecticut
$1.32M -$9.69K -205 -0.7%
GAA
181
Global Assets Advisory
Florida
$1.31M
NWMG
182
National Wealth Management Group
Ohio
$1.31M +$1M +21,195 +329%
NFG
183
Nations Financial Group
Iowa
$1.31M -$233K -4,928 -15%
DI
184
DFPG Investments
Utah
$1.3M +$993 +21 +0.1%
FHA
185
First Horizon Advisors
Tennessee
$1.29M -$8.46M -178,987 -87%
BRWA
186
B. Riley Wealth Advisors
Florida
$1.25M -$2.28M -48,292 -65%
BC
187
Barrett & Company
Rhode Island
$1.24M
RJT
188
Raymond James Trust
Florida
$1.2M -$32K -677 -3%
PFA
189
Pinnacle Family Advisors
Missouri
$1.19M +$97.5K +2,063 +9%
MI
190
Moneywise Inc
Virginia
$1.16M -$552K -11,670 -32%
TC
191
TownSquare Capital
Utah
$1.15M +$110K +2,318 +11%
IA
192
IFG Advisory
Georgia
$1.1M +$155K +3,282 +16%
CAL
193
Capital Analysts LLC
Pennsylvania
$1.09M +$44.3K +938 +4%
CAS
194
Coppell Advisory Solutions
Texas
$1.07M +$1.07M +22,655 New
CASC
195
Coppell Advisory Solutions Corp
Texas
$1.07M +$1.07M +22,655 New
CWM
196
Concentrum Wealth Management
California
$1.07M
OPS
197
Orion Portfolio Solutions
Nebraska
$1.07M -$8.27K -175 -0.8%
IWM
198
IHT Wealth Management
Illinois
$1.03M -$154K -3,258 -13%
MWM
199
Mattern Wealth Management
Kansas
$1.03M
SB
200
Strategic Blueprint
Georgia
$1.03M -$439K -9,297 -30%