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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
GM
201
GeoWealth Management
Illinois
$1M +$126K +2,667 +14%
CFGS
202
Concourse Financial Group Securities
Alabama
$970K -$388K -8,217 -29%
EIA
203
Eldridge Investment Advisors
New Hampshire
$957K -$672K -14,213 -41%
GWP
204
Gateway Wealth Partners
Wisconsin
$947K +$944K +19,969 New
CA
205
Cambridge Advisors
Nebraska
$945K -$298K -6,313 -24%
WSTAM
206
Wilbanks Smith & Thomas Asset Management
Virginia
$925K
PG
207
Patten Group
Tennessee
$919K -$131K -2,778 -13%
ACM
208
Arlington Capital Management
Illinois
$917K +$914K +19,336 New
BIA
209
Bigelow Investment Advisors
Maine
$911K +$908K +19,207 New
GIA
210
Gladstone Institutional Advisory
Florida
$890K -$336K -7,110 -27%
BF
211
BOK Financial
Oklahoma
$886K +$27.5K +582 +3%
BA
212
Ballew Advisors
Mississippi
$877K +$2.41K +51 +0.3%
DAS
213
Dynamic Advisor Solutions
Arizona
$836K +$5.11K +108 +0.6%
KIA
214
Kraematon Investment Advisors
Massachusetts
$835K -$29.4K -621 -3%
VBFG
215
Vishria Bird Financial Group
Tennessee
$821K -$1.87M -39,633 -70%
JWCA
216
J.W. Cole Advisors
Florida
$800K +$13.6K +287 +2%
FHC
217
First Heartland Consultants
Missouri
$785K -$95K -2,009 -11%
OMC
218
Old Mission Capital
Illinois
$776K +$154K +3,249 +25%
EH
219
Equitable Holdings
New York
$757K +$31.2K +660 +4%
ECA
220
Elevated Capital Advisors
Utah
$757K +$21.9K +463 +3%
GCM
221
Gallacher Capital Management
Colorado
$754K +$751K +15,896 New
TW
222
Towerpoint Wealth
California
$749K -$11.7K -247 -2%
TWM
223
Tanager Wealth Management
United Kingdom
$744K +$742K +15,701 New
WDC
224
Woodward Diversified Capital
California
$737K -$2.36K -50 -0.3%
CGH
225
Crossmark Global Holdings
Texas
$734K