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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

376 hedge funds and large institutions have $3.36B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 132 increasing their positions, 172 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
Holders Change %
0%
% of All Funds
5.93%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.46%
New
36
Increased
132
Reduced
172
Closed
31
Calls
$281K
Puts
$6.99M
Net Calls
-$6.71M
Net Calls Change
-$6.71M
Name Holding Trade Value Shares
Change
Shares
Change %
KFP
201
KMG Fiduciary Partners
Ohio
$952K +$48 +1 +0%
RW
202
Rede Wealth
Virginia
$936K -$98.2K -2,059 -9%
US Bancorp
203
US Bancorp
Minnesota
$923K -$913K -19,158 -50%
PG
204
Patten Group
Tennessee
$913K -$12.5K -263 -1%
AFM
205
Abbot Financial Management
Massachusetts
$911K +$911K +19,105 New
LFAS
206
Level Four Advisory Services
Texas
$902K -$1.28M -26,763 -59%
CHC
207
City Holding Co
West Virginia
$878K +$55.5K +1,165 +7%
BA
208
Ballew Advisors
Mississippi
$869K +$903 +19 +0.1%
SB
209
Strategic Blueprint
Georgia
$864K -$109K -2,286 -11%
TW
210
Towerpoint Wealth
California
$860K +$5.91K +124 +0.7%
TA
211
TrueWealth Advisors
Alabama
$855K -$941K -19,741 -52%
RIS
212
Retirement Income Solutions
Michigan
$845K +$3K +63 +0.4%
CA
213
Continuum Advisory
Idaho
$844K +$22.7K +477 +3%
SIG
214
Sargent Investment Group
Maryland
$838K -$161K -3,375 -16%
IA
215
IFG Advisory
Georgia
$834K -$186K -3,893 -18%
VBFG
216
Vishria Bird Financial Group
Tennessee
$801K -$8.63K -181 -1%
AWM
217
Apollon Wealth Management
South Carolina
$797K +$237K +4,981 +42%
JWCA
218
J.W. Cole Advisors
Florida
$788K -$26.1K -547 -3%
TWM
219
Tanager Wealth Management
United Kingdom
$786K -$5.48K -115 -0.7%
OMC
220
Old Mission Capital
Illinois
$782K -$7.3M -153,052 -90%
GFG
221
Goldstone Financial Group
Illinois
$780K +$243K +5,105 +45%
GRP
222
Global Retirement Partners
California
$748K +$150K +3,140 +25%
WDC
223
Woodward Diversified Capital
California
$740K
GWP
224
Gateway Wealth Partners
Wisconsin
$728K +$133K +2,788 +22%
AWM
225
Axxcess Wealth Management
California
$727K +$281K +5,904 +63%