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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
Morgan Stanley
1
Morgan Stanley
New York
$585M -$55.2M -1,160,149 -9%
LPL Financial
2
LPL Financial
California
$294M -$18.2M -382,070 -6%
Wells Fargo
3
Wells Fargo
California
$219M +$21.1M +444,458 +11%
UBS Group
4
UBS Group
Switzerland
$175M +$1.54M +32,461 +0.9%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$88.8M -$17M -357,525 -16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$82.2M -$1.02M -21,475 -1%
Bank of America
7
Bank of America
North Carolina
$76.3M -$3.53M -74,248 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$70.3M -$8.02M -168,582 -10%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$62.5M -$295K -6,209 -0.5%
Osaic Holdings
10
Osaic Holdings
Arizona
$56.2M -$1.9M -39,925 -3%
First Trust Advisors
11
First Trust Advisors
Illinois
$56.1M -$12M -252,209 -18%
Stifel Financial
12
Stifel Financial
Missouri
$54.4M +$1.79M +37,604 +3%
RJA
13
Raymond James & Associates
Florida
$44M -$23M -482,949 -34%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$33.6M -$2.41M -50,658 -7%
Jane Street
15
Jane Street
New York
$33.5M +$23.9M +502,923 +243%
CAG
16
Csenge Advisory Group
Florida
$29.1M +$7.77M +163,329 +36%
Truist Financial
17
Truist Financial
North Carolina
$28.5M -$1.85M -38,928 -6%
AFA
18
American Financial Advisors
Georgia
$25.8M -$341K -7,169 -1%
BFG
19
Berger Financial Group
Minnesota
$25.6M +$462K +9,720 +2%
AAP
20
Arax Advisory Partners
Colorado
$24.1M +$1.31M +27,527 +6%
CAN
21
Cetera Advisor Networks
California
$24.1M -$247K -5,192 -1%
PBF
22
Petix & Botte Financial
California
$21.8M -$59.1K -1,243 -0.3%
IA
23
IFP Advisors
Florida
$20M -$257K -5,394 -1%
SI
24
Stephens Inc
Arkansas
$19M -$673K -14,146 -3%
SFS
25
Searcy Financial Services
Kansas
$19M -$3.21M -67,518 -14%