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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
Creative Planning
176
Creative Planning
Kansas
$1.32M +$1.32M +27,837 New
BCM
177
BlueCrest Capital Management
Jersey
$1.3M -$22M -462,220 -94%
PIA
178
Perennial Investment Advisors
California
$1.28M -$217K -4,564 -14%
C
179
CEDRUS
Colorado
$1.27M -$14.2K -299 -1%
GAA
180
Global Assets Advisory
Florida
$1.27M -$33.2K -699 -3%
CMS
181
Capital Market Strategies
Florida
$1.27M -$1.4M -29,540 -52%
BC
182
Barrett & Company
Rhode Island
$1.26M +$4.8K +101 +0.4%
MI
183
Moneywise Inc
Virginia
$1.26M +$38.6K +811 +3%
CWM
184
Cranbrook Wealth Management
Michigan
$1.25M -$214K -4,509 -15%
EWM
185
Endowment Wealth Management
Wisconsin
$1.25M +$240K +5,056 +24%
CA
186
CoreCap Advisors
Michigan
$1.22M +$145K +3,043 +13%
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$1.22M +$1.22M +25,723 New
SPIA
188
Steward Partners Investment Advisory
New York
$1.2M +$50.7K +1,066 +4%
EIA
189
Eldridge Investment Advisors
New Hampshire
$1.16M -$253K -5,322 -18%
BCI
190
Brinker Capital Investments
Pennsylvania
$1.15M -$289K -6,071 -20%
OPS
191
Orion Portfolio Solutions
Nebraska
$1.15M -$289K -6,071 -20%
PTC
192
Private Trust Company
Ohio
$1.14M -$81.5K -1,714 -7%
CAS
193
Coppell Advisory Solutions
Texas
$1.07M +$359K +7,553 +50%
CAM
194
Cresset Asset Management
Illinois
$1.07M -$69.9K -1,470 -6%
IFG
195
Independent Financial Group
California
$1.07M +$1.62K +34 +0.2%
CWM
196
Concentrum Wealth Management
California
$1.07M
BRWA
197
B. Riley Wealth Advisors
Florida
$1.06M +$109K +2,289 +11%
MWM
198
Mattern Wealth Management
Kansas
$1.03M
RWPA
199
Richard W. Paul & Associates
Michigan
$1.02M -$762K -16,016 -43%
AC
200
AIFG Consultants
New York
$993K -$183K -3,846 -15%