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

372 hedge funds and large institutions have $3.17B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 159 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
-4
Holders Change %
-1.06%
% of All Funds
5.39%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.3%
New
34
Increased
143
Reduced
159
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1W
226
1776 Wealth
Georgia
$654K
DAS
227
Dynamic Advisor Solutions
Arizona
$650K -$520K -10,772 -44%
RJT
228
Raymond James Trust
Florida
$630K -$1.83K -38 -0.3%
SB
229
Strategic Blueprint
Georgia
$628K -$29K -601 -4%
MA
230
Mutual Advisors
Nebraska
$623K -$1.36M -28,147 -69%
SFS
231
Security Financial Services
Indiana
$620K +$57.5K +1,191 +10%
LFAS
232
Level Four Advisory Services
Texas
$608K
IA
233
IFG Advisory
Georgia
$606K -$119K -2,472 -16%
FFN
234
Focus Financial Network
Minnesota
$604K -$49.6K -1,040 -8%
CMS
235
Capital Market Strategies
Florida
$598K -$329K -6,828 -36%
BAM
236
Belpointe Asset Management
Nevada
$592K +$76.2K +1,580 +15%
EFA
237
Edge Financial Advisors
Illinois
$591K +$591K +12,259 New
TA
238
TFB Advisors
Kansas
$590K +$321K +6,726 +119%
SIM
239
Stratos Investment Management
Ohio
$576K +$576K +11,931 New
PFGIA
240
Patriot Financial Group Insurance Agency
Massachusetts
$574K +$261K +5,418 +84%
RWA
241
Redhawk Wealth Advisors
Minnesota
$570K -$186K -3,864 -25%
VFG
242
Valley Financial Group
Pennsylvania
$567K
LPT
243
Legacy Private Trust
Wisconsin
$562K -$1.33M -27,501 -70%
PS
244
Principal Securities
Iowa
$550K -$946K -19,605 -63%
SAW
245
Signal Advisors Wealth
Michigan
$544K +$274K +5,684 +102%
OCFG
246
O'Connor Financial Group
Illinois
$536K +$6.61K +137 +1%
FMTC
247
Farmers & Merchants Trust Company
California
$530K +$530K +10,982 New
AWA
248
Acorn Wealth Advisors
Michigan
$498K -$9.84K -204 -2%
LFA
249
Laraway Financial Advisors
Minnesota
$493K -$26.7K -554 -5%
SIG
250
Sargent Investment Group
Maryland
$489K -$142K -2,945 -23%