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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 %
EWM
201
Endowment Wealth Management
Wisconsin
$955K +$253K +5,279 +36%
EH
202
Equitable Holdings
New York
$950K +$185K +3,860 +24%
PVI
203
Pine Valley Investments
New Jersey
$932K +$932K +19,388 New
PG
204
Patten Group
Tennessee
$929K +$1.44K +30 +0.2%
AA
205
AlphaMark Advisors
Kentucky
$923K -$1.79M -37,315 -66%
CA
206
Cambridge Advisors
Nebraska
$923K -$30.8K -643 -3%
BRWA
207
B. Riley Wealth Advisors
Florida
$917K -$347K -7,255 -27%
CAM
208
Cresset Asset Management
Illinois
$914K -$1.05M -21,963 -54%
GIA
209
Gladstone Institutional Advisory
Florida
$900K +$2.01K +42 +0.2%
BAM
210
Belpointe Asset Management
Nevada
$894K +$438K +9,159 +96%
WSTAM
211
Wilbanks Smith & Thomas Asset Management
Virginia
$874K -$60K -1,253 -6%
BA
212
Ballew Advisors
Mississippi
$872K -$334 -7 -0%
TW
213
Towerpoint Wealth
California
$857K +$102K +2,122 +13%
ACM
214
Arlington Capital Management
Illinois
$855K -$70.6K -1,475 -8%
RIS
215
Retirement Income Solutions
Michigan
$846K -$732K -15,297 -46%
CHC
216
City Holding Co
West Virginia
$826K +$420K +8,775 +103%
CA
217
Continuum Advisory
Idaho
$824K +$197K +4,120 +31%
JWCA
218
J.W. Cole Advisors
Florida
$817K +$9.34K +195 +1%
VBFG
219
Vishria Bird Financial Group
Tennessee
$813K -$16.1K -337 -2%
PFA
220
Pinnacle Family Advisors
Missouri
$808K -$398K -8,315 -33%
PTC
221
Private Trust Company
Ohio
$805K +$105K +2,199 +15%
TWM
222
Tanager Wealth Management
United Kingdom
$795K +$43.7K +912 +6%
CWA
223
Clarus Wealth Advisors
Arizona
$773K +$41.9K +871 +6%
FHC
224
First Heartland Consultants
Missouri
$753K -$39.5K -826 -5%
WDC
225
Woodward Diversified Capital
California
$743K -$1.05K -22 -0.1%