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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 %
SWP
251
Summit Wealth Partners
Florida
$484K +$484K +10,033 New
HA
252
Herold Advisors
New York
$483K +$40K +829 +9%
T
253
Tidemark
California
$477K -$62.4K -1,293 -12%
GM
254
GeoWealth Management
Illinois
$477K +$477K +9,876 New
CIAS
255
Capital Investment Advisory Services
North Carolina
$468K -$2.17K -45 -0.5%
RMAM
256
Raab & Moskowitz Asset Management
New Jersey
$448K +$205K +4,240 +84%
BNP Paribas Financial Markets
257
BNP Paribas Financial Markets
France
$448K -$1.2M -24,793 -73%
CWA
258
Clarus Wealth Advisors
Arizona
$448K +$33.8K +708 +8%
CA
259
Claro Advisors
Massachusetts
$432K -$5.79K -120 -1%
TWM
260
Tanager Wealth Management
United Kingdom
$429K -$25.4K -527 -6%
NB
261
NBT Bank
New York
$425K -$36.7K -761 -8%
CFD
262
Creative Financial Designs
Indiana
$425K +$17.1K +354 +4%
Fisher Asset Management
263
Fisher Asset Management
Washington
$424K +$424K +8,797 New
SPIS
264
Steward Partners Investment Solutions
Oregon
$417K -$112K -2,321 -21%
DAS
265
Diversify Advisory Services
Utah
$413K +$413K +8,593 New
FLI
266
Family Legacy Inc
South Carolina
$412K
AWA
267
Arkadios Wealth Advisors
Georgia
$410K -$117K -2,423 -22%
CWP
268
Core Wealth Partners
California
$401K +$162K +3,349 +68%
P
269
&Partners
Tennessee
$399K +$399K +8,266 New
US Bancorp
270
US Bancorp
Minnesota
$392K -$639K -13,246 -62%
RW
271
Rede Wealth
Virginia
$391K -$34.4K -712 -8%
CCG
272
Capital CS Group
California
$388K -$73.8K -1,530 -16%
SEP
273
Southland Equity Partners
Missouri
$386K -$2.94K -61 -0.8%
CAM
274
Cresset Asset Management
Illinois
$376K
KCFA
275
Key Client Fiduciary Advisors
New Jersey
$365K +$365K +7,575 New