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

386 hedge funds and large institutions have $3.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 182 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.58%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.41%
New
32
Increased
182
Reduced
135
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TA
226
TFB Advisors
Kansas
$657K +$79.7K +1,613 +14%
IWM
227
IHT Wealth Management
Illinois
$657K -$47.7K -966 -7%
RJT
228
Raymond James Trust
Florida
$643K -$2.22K -45 -0.3%
BPA
229
Beacon Pointe Advisors
California
$639K -$24.5K -495 -4%
GRP
230
Global Retirement Partners
California
$635K +$28K +567 +5%
HW
231
Hamilton Wealth
California
$632K +$632K +12,784 New
MMA
232
Miracle Mile Advisors
California
$625K -$9.22M -186,586 -94%
NCM
233
Narwhal Capital Management
Georgia
$622K +$4.1K +83 +0.7%
Creative Planning
234
Creative Planning
Kansas
$604K -$297K -6,011 -33%
FFN
235
Focus Financial Network
Minnesota
$599K -$10.3K -209 -2%
SAM
236
SignalPoint Asset Management
Missouri
$599K -$412K -8,346 -41%
MWM
237
Mattern Wealth Management
Kansas
$593K
RA
238
RFG Advisory
Alabama
$591K -$58.4K -1,182 -9%
BAM
239
Belpointe Asset Management
Nevada
$590K -$44.2K -894 -7%
AWA
240
Arkadios Wealth Advisors
Georgia
$590K +$81.1K +1,641 +16%
VFG
241
Valley Financial Group
Pennsylvania
$580K
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$579K -$13.8K -279 -2%
IIL
243
Insight Inv LLC
California
$578K +$74.1K +1,500 +15%
HA
244
Herold Advisors
New York
$557K +$63.6K +1,286 +13%
OCFG
245
O'Connor Financial Group
Illinois
$557K +$5.39K +109 +1%
AWA
246
Acorn Wealth Advisors
Michigan
$539K +$29.3K +593 +6%
WWM
247
Western Wealth Management
Colorado
$536K +$222K +4,501 +71%
GM
248
GeoWealth Management
Illinois
$533K +$24K +485 +5%
RMAM
249
Raab & Moskowitz Asset Management
New Jersey
$528K +$49 +1 +0%
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$517K -$60.5K -1,223 -10%