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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
FHA
201
First Horizon Advisors
Tennessee
$973K -$8.32K -175 -0.8%
TC
202
Trilogy Capital
California
$959K +$8.18K +172 +0.9%
KFP
203
KMG Fiduciary Partners
Ohio
$944K +$48 +1 +0%
GRP
204
Global Retirement Partners
California
$929K +$193K +4,064 +26%
NS
205
NBC Securities
Alabama
$915K +$922K +19,380 New
AFM
206
Abbot Financial Management
Massachusetts
$883K -$19.3K -406 -2%
RJT
207
Raymond James Trust
Florida
$874K -$188K -3,960 -18%
PG
208
Patten Group
Tennessee
$873K -$31.7K -667 -3%
GFG
209
Goldstone Financial Group
Illinois
$870K +$97.5K +2,051 +13%
RIS
210
Retirement Income Solutions
Michigan
$868K +$30.9K +649 +4%
AWM
211
Apollon Wealth Management
South Carolina
$851K +$62.3K +1,310 +8%
GWP
212
Gateway Wealth Partners
Wisconsin
$835K +$114K +2,407 +16%
CA
213
Continuum Advisory
Idaho
$832K -$3.61K -76 -0.4%
TW
214
Towerpoint Wealth
California
$831K -$20.7K -436 -2%
BA
215
Ballew Advisors
Mississippi
$820K -$39.3K -827 -5%
AWA
216
Arkadios Wealth Advisors
Georgia
$815K -$2.64M -55,532 -76%
VBFG
217
Vishria Bird Financial Group
Tennessee
$794K
JWCA
218
J.W. Cole Advisors
Florida
$785K +$4.28K +90 +0.5%
SB
219
Strategic Blueprint
Georgia
$758K -$98.9K -2,080 -11%
SIG
220
Sargent Investment Group
Maryland
$751K -$79.4K -1,670 -10%
HFP
221
Holistic Financial Partners
Indiana
$739K +$134K +2,827 +22%
RW
222
Rede Wealth
Virginia
$724K -$205K -4,304 -22%
AWM
223
Axxcess Wealth Management
California
$710K -$10.8K -228 -1%
EH
224
Equitable Holdings
New York
$699K +$17K +357 +2%
IA
225
IFG Advisory
Georgia
$697K -$130K -2,728 -16%