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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 %
MWA
251
Merkkuri Wealth Advisors
New York
$513K -$2.97K -60 -0.6%
CFD
252
Creative Financial Designs
Indiana
$508K +$29.2K +591 +6%
SIG
253
Sargent Investment Group
Maryland
$500K -$139K -2,810 -22%
LFA
254
Laraway Financial Advisors
Minnesota
$481K -$29.4K -596 -6%
CCM
255
Chiron Capital Management
Florida
$472K
AWA
256
Arete Wealth Advisors
Illinois
$471K -$2.64M -53,498 -85%
DAS
257
Dynamic Advisor Solutions
Arizona
$470K -$55.3K -1,119 -11%
PFA
258
Pinnacle Family Advisors
Missouri
$470K +$19.3K +391 +4%
CWA
259
Centennial Wealth Advisory
Michigan
$465K -$1.99M -40,273 -81%
SWP
260
Summit Wealth Partners
Florida
$465K -$4.05K -82 -0.9%
TNBTD
261
Trustmark National Bank Trust Department
Mississippi
$461K +$247K +5,000 +116%
RSWM
262
Robertson Stephens Wealth Management
California
$455K +$137K +2,774 +43%
NB
263
NBT Bank
New York
$455K +$37.4K +737 +9%
MOS
264
MGO One Seven
Ohio
$440K -$84.7K -1,715 -16%
TWM
265
Tanager Wealth Management
United Kingdom
$439K
SW
266
Simplicity Wealth
New Jersey
$439K -$13.5K -274 -3%
CA
267
Claro Advisors
Massachusetts
$426K -$2.13K -43 -0.5%
DTC
268
Davidson Trust Company
Washington
$423K +$423K +8,561 New
FLI
269
Family Legacy Inc
South Carolina
$422K
CB
270
Chris Bulman
California
$415K +$371K +7,510 +841%
CWA
271
Clarus Wealth Advisors
Arizona
$412K -$3.23K -66 -0.8%
MI
272
Moneywise Inc
Virginia
$410K -$367K -7,423 -47%
CIAS
273
Capital Investment Advisory Services
North Carolina
$409K -$2.67K -54 -0.6%
CMS
274
Capital Market Strategies
Florida
$404K -$42.4K -858 -10%
SB
275
Strategic Blueprint
Georgia
$396K -$234K -4,743 -37%