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

413 hedge funds and large institutions have $3.94B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 169 increasing their positions, 146 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 27

16% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 146

14% more funds holding in top 10

Funds holding in top 10: 2832 (+4)

13% more capital invested

Capital invested by funds: $3.47B → $3.94B (+$464M)

7% more funds holding

Funds holding: 387413 (+26)

0.7% more ownership

Funds ownership: 76.7%77.41% (+0.7%)

Holders
413
Holders Change
+26
Holders Change %
+6.72%
% of All Funds
5.44%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.42%
New
63
Increased
169
Reduced
146
Closed
27
Calls
$195K
Puts
Net Calls
+$195K
Net Calls Change
+$195K
Name Holding Trade Value Shares
Change
Change in
Stake
TW
226
Towerpoint Wealth
California
$812K +$23K +471 +3%
VBFG
227
Vishria Bird Financial Group
Tennessee
$797K
GIA
228
Gladstone Institutional Advisory
Florida
$796K +$132K +2,710 +20%
MWM
229
Meridian Wealth Management
Kentucky
$792K -$226K -4,633 -22%
6F
230
626 Financial
Michigan
$785K +$23.7K +485 +3%
BAS
231
Brueske Advisory Services
Washington
$785K +$788K +16,126 New
PA
232
PFG Advisors
Arizona
$776K +$398K +8,138 +104%
MWM
233
Maridea Wealth Management
New York
$774K +$777K +15,903 New
CWM
234
Concentrum Wealth Management
California
$769K -$239K -4,900 -24%
RSWM
235
Robertson Stephens Wealth Management
California
$761K +$314K +6,429 +70%
TA
236
TFB Advisors
Kansas
$758K +$111K +2,270 +17%
SWA
237
Stratos Wealth Advisors
Ohio
$744K -$1.85M -37,882 -71%
SWM
238
Stockman Wealth Management
Montana
$738K -$85.5K -1,751 -10%
FAM
239
Flaharty Asset Management
Florida
$736K -$1.54M -31,461 -68%
BAM
240
Belpointe Asset Management
Nevada
$724K +$138K +2,825 +24%
BA
241
Ballew Advisors
Mississippi
$724K +$2.25K +46 +0.3%
WWA
242
Wealth Watch Advisors
Colorado
$695K +$697K +14,273 New
LSIA
243
LaSalle St. Investment Advisors
Illinois
$679K +$682K +13,970 New
NCM
244
Narwhal Capital Management
Georgia
$675K +$63.4K +1,297 +10%
MQWP
245
Morey & Quinn Wealth Partners
Nebraska
$670K +$672K +13,767 New
1W
246
1776 Wealth
Georgia
$660K
KWA
247
Kingswood Wealth Advisors
California
$658K +$660K +13,516 New
HFP
248
Holistic Financial Partners
Indiana
$649K -$77.4K -1,585 -11%
BPA
249
Beacon Pointe Advisors
California
$596K -$33.4K -683 -5%
CB
250
Chris Bulman
California
$586K +$177K +3,628 +43%