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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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$646M 13,547,687 -875,900 -6%
LPL Financial
2
LPL Financial
California
$315M 6,614,407 +591,232 +10%
Wells Fargo
3
Wells Fargo
California
$200M 4,190,810 -75,464 -2%
UBS Group
4
UBS Group
Switzerland
$175M 3,665,470 -88,270 -2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$107M 2,236,905 -378,667 -14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$84M 1,762,178 -25,013 -1%
Bank of America
7
Bank of America
North Carolina
$80.6M 1,690,365 -209,521 -11%
JAWM
8
J. Arnold Wealth Management
Ohio
$79.5M 1,667,786 +1,639,680 +5,834%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$79M 1,656,208 -134,922 -8%
First Trust Advisors
10
First Trust Advisors
Illinois
$68.6M 1,439,145 -171,269 -11%
RJA
11
Raymond James & Associates
Florida
$67.5M 1,415,378 -237,475 -14%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$63.4M 1,329,496 -3,025 -0.2%
Osaic Holdings
13
Osaic Holdings
Arizona
$58.6M 1,229,251 -134,357 -10%
Stifel Financial
14
Stifel Financial
Missouri
$53.1M 1,114,611 -18,166 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$36.3M 762,325 +13,609 +2%
Truist Financial
16
Truist Financial
North Carolina
$30.6M 641,598 -207,602 -24%
AFA
17
American Financial Advisors
Georgia
$26.4M 553,369 -887 -0.2%
BFG
18
Berger Financial Group
Minnesota
$25.4M 532,671 +1,685 +0.3%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$24.8M 517,385 +517,385 New
CAN
20
Cetera Advisor Networks
California
$24.6M 515,707 -178,074 -26%
BCM
21
BlueCrest Capital Management
Jersey
$23.3M 489,637 +282,489 +136%
AAP
22
Arax Advisory Partners
Colorado
$23.1M 483,591 +7,592 +2%
SFS
23
Searcy Financial Services
Kansas
$22.4M 469,173 +7,480 +2%
PBF
24
Petix & Botte Financial
California
$22M 461,714 +236,823 +105%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$21.8M 456,277 -40,685 -8%