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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
AWA
1
Arete Wealth Advisors
Illinois
$1.68B +$231K +4,884 +16%
Morgan Stanley
2
Morgan Stanley
New York
$670M -$48.4M -1,024,633 -7%
LPL Financial
3
LPL Financial
California
$266M -$5.36M -113,337 -2%
Wells Fargo
4
Wells Fargo
California
$206M -$31.5M -667,432 -13%
UBS Group
5
UBS Group
Switzerland
$165M -$19M -402,113 -10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$104M +$6.98M +147,724 +7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$102M -$17.5M -370,191 -15%
Bank of America
8
Bank of America
North Carolina
$101M -$34.9M -739,120 -26%
First Trust Advisors
9
First Trust Advisors
Illinois
$90.1M -$4.58M -96,956 -5%
RJA
10
Raymond James & Associates
Florida
$87.8M -$9.33M -197,410 -10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$75.4M -$11.5M -244,019 -13%
Osaic Holdings
12
Osaic Holdings
Arizona
$65.9M +$4.5M +95,291 +7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$62.6M +$1.19M +25,160 +2%
IFG
14
Independent Financial Group
California
$53.8M -$921K -19,476 -2%
Stifel Financial
15
Stifel Financial
Missouri
$53.1M -$5.5M -116,293 -9%
Truist Financial
16
Truist Financial
North Carolina
$45.4M -$100K -2,125 -0.2%
UCFA
17
United Capital Financial Advisors
Texas
$40.7M -$13.2M -280,110 -25%
AWM
18
AE Wealth Management
Kansas
$37.7M -$294K -6,223 -0.8%
CAN
19
Cetera Advisor Networks
California
$34.3M +$9.22M +195,150 +37%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$32.4M -$49.2K -1,040 -0.2%
Jane Street
21
Jane Street
New York
$29.3M -$12.9M -272,169 -31%
AFA
22
American Financial Advisors
Georgia
$26.3M -$419K -8,863 -2%
BFG
23
Berger Financial Group
Minnesota
$24.4M +$24.3M +513,616 New
HighTower Advisors
24
HighTower Advisors
Illinois
$22.4M -$20.9M -441,826 -48%
AAP
25
Arax Advisory Partners
Colorado
$22.1M +$778K +16,458 +4%