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

370 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, 113 increasing their positions, 195 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-6
Holders Change %
-1.6%
% of All Funds
5.9%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.45%
New
27
Increased
113
Reduced
195
Closed
30
Calls
$416K
Puts
$52K
Net Calls
+$364K
Net Calls Change
+$7.07M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
201
Trilogy Capital
California
$959K +$8.13K +172 +0.9%
KFP
202
KMG Fiduciary Partners
Ohio
$944K +$47 +1 +0%
GRP
203
Global Retirement Partners
California
$929K +$191K +4,064 +26%
NS
204
NBC Securities
Alabama
$915K +$915K +19,380 New
AFM
205
Abbot Financial Management
Massachusetts
$883K -$19.2K -406 -2%
RJT
206
Raymond James Trust
Florida
$874K -$187K -3,960 -18%
PG
207
Patten Group
Tennessee
$873K -$31.5K -667 -3%
GFG
208
Goldstone Financial Group
Illinois
$870K +$96.9K +2,051 +13%
RIS
209
Retirement Income Solutions
Michigan
$868K +$30.7K +649 +4%
AWM
210
Apollon Wealth Management
South Carolina
$851K +$61.9K +1,310 +8%
GWP
211
Gateway Wealth Partners
Wisconsin
$835K +$114K +2,407 +16%
CA
212
Continuum Advisory
Idaho
$832K -$3.59K -76 -0.4%
TW
213
Towerpoint Wealth
California
$831K -$20.6K -436 -2%
BA
214
Ballew Advisors
Mississippi
$820K -$38.9K -827 -5%
AWA
215
Arkadios Wealth Advisors
Georgia
$815K -$2.62M -55,532 -76%
VBFG
216
Vishria Bird Financial Group
Tennessee
$794K
JWCA
217
J.W. Cole Advisors
Florida
$785K +$4.25K +90 +0.5%
SB
218
Strategic Blueprint
Georgia
$758K -$98.3K -2,080 -11%
SIG
219
Sargent Investment Group
Maryland
$751K -$78.9K -1,670 -10%
HFP
220
Holistic Financial Partners
Indiana
$739K +$134K +2,827 +22%
RW
221
Rede Wealth
Virginia
$724K -$203K -4,304 -22%
AWM
222
Axxcess Wealth Management
California
$710K -$10.8K -228 -1%
EH
223
Equitable Holdings
New York
$699K +$16.9K +357 +2%
IA
224
IFG Advisory
Georgia
$697K -$129K -2,728 -16%
US Bancorp
225
US Bancorp
Minnesota
$697K -$218K -4,618 -24%