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

384 hedge funds and large institutions have $3.15B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 160 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+12
Holders Change %
+3.23%
% of All Funds
5.59%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
45
Increased
146
Reduced
160
Closed
24
Calls
$10K
Puts
$125K
Net Calls
-$115K
Net Calls Change
-$115K
Name Holding Trade Value Shares
Change
Shares
Change %
HA
251
Herold Advisors
New York
$480K -$1.25K -26 -0.3%
CFD
252
Creative Financial Designs
Indiana
$466K +$42.9K +892 +10%
CCM
253
Chiron Capital Management
Florida
$459K +$134K +2,786 +41%
SWP
254
Summit Wealth Partners
Florida
$456K -$26.3K -548 -5%
CWP
255
Core Wealth Partners
California
$440K +$41.2K +858 +10%
SW
256
Simplicity Wealth
New Jersey
$440K +$440K +9,156 New
PFA
257
Pinnacle Family Advisors
Missouri
$438K +$85K +1,769 +24%
CMS
258
Capital Market Strategies
Florida
$434K -$162K -3,366 -27%
TWM
259
Tanager Wealth Management
United Kingdom
$427K
CA
260
Claro Advisors
Massachusetts
$416K -$13.8K -288 -3%
CWA
261
Clarus Wealth Advisors
Arizona
$411K -$42.8K -885 -9%
FLI
262
Family Legacy Inc
South Carolina
$411K
LFAS
263
Level Four Advisory Services
Texas
$407K -$198K -4,112 -33%
CIAS
264
Capital Investment Advisory Services
North Carolina
$400K -$65.9K -1,371 -14%
NB
265
NBT Bank
New York
$395K -$27.9K -581 -7%
P
266
&Partners
Tennessee
$393K -$4.66K -97 -1%
CCG
267
Capital CS Group
California
$391K +$4.76K +99 +1%
EFL
268
ERn Financial LLC
Wisconsin
$380K -$13.6M -282,336 -97%
CAM
269
Cresset Asset Management
Illinois
$374K
SEP
270
Southland Equity Partners
Missouri
$368K -$17.1K -355 -4%
TSWM
271
Tyler-Stone Wealth Management
Ohio
$367K +$54.2K +1,128 +17%
DAS
272
Diversify Advisory Services
Utah
$365K -$50.6K -1,047 -12%
KCFA
273
Key Client Fiduciary Advisors
New Jersey
$364K
FHA
274
First Horizon Advisors
Tennessee
$359K -$580K -12,081 -62%
PTP
275
Platform Technology Partners
New York
$357K +$357K +7,420 New