LMBS icon

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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$690M 14,423,587 +291,343 +2%
LPL Financial
2
LPL Financial
California
$288M 6,023,175 +421,934 +8%
Wells Fargo
3
Wells Fargo
California
$204M 4,266,274 -88,367 -2%
UBS Group
4
UBS Group
Switzerland
$180M 3,753,740 +278,470 +8%
M1FG
5
Mach-1 Financial Group
Arkansas
$149M 39,823 +5,865 +17%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$125M 2,615,572 +456,269 +21%
Bank of America
7
Bank of America
North Carolina
$90.9M 1,899,886 -239,427 -11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$85.7M 1,791,130 -398,924 -18%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$85.6M 1,787,191 +197,733 +12%
RJA
10
Raymond James & Associates
Florida
$79.1M 1,652,853 -199,672 -11%
First Trust Advisors
11
First Trust Advisors
Illinois
$77.1M 1,610,414 -290,330 -15%
Osaic Holdings
12
Osaic Holdings
Arizona
$65.3M 1,363,608 -27,157 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$63.8M 1,332,521 +11,202 +0.8%
Stifel Financial
14
Stifel Financial
Missouri
$54.2M 1,132,777 +11,808 +1%
Truist Financial
15
Truist Financial
North Carolina
$40.7M 849,200 -109,146 -11%
SI
16
Stephens Inc
Arkansas
$38.5M 803,324 +510,529 +174%
CAN
17
Cetera Advisor Networks
California
$33.2M 693,781 -30,284 -4%
UCFA
18
United Capital Financial Advisors
Texas
$28.6M 598,263 -260,553 -30%
AWM
19
AE Wealth Management
Kansas
$27.7M 578,541 -216,896 -27%
AFA
20
American Financial Advisors
Georgia
$26.5M 554,256 +195 +0%
BFG
21
Berger Financial Group
Minnesota
$25.4M 530,986 +17,370 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$23.8M 496,962 +64,223 +15%
AAP
23
Arax Advisory Partners
Colorado
$22.8M 475,999 +10,263 +2%
SFS
24
Searcy Financial Services
Kansas
$22.1M 461,693 +4,334 +0.9%
FEG
25
Financial Enhancement Group
Indiana
$21.3M 442,405 +134,921 +44%