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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
MWM
251
Mattern Wealth Management
Kansas
$584K
CF
252
Centaurus Financial
California
$580K +$377K +7,713 +184%
IAIM
253
International Assets Investment Management
Florida
$577K +$579K +11,862 New
GRP
254
Global Retirement Partners
California
$577K -$48.3K -988 -8%
VFG
255
Valley Financial Group
Pennsylvania
$575K +$3.96K +81 +0.7%
HW
256
Hamilton Wealth
California
$570K -$52.2K -1,068 -8%
Susquehanna International Group
257
Susquehanna International Group
Pennsylvania
$555K -$143K -2,928 -20%
CFD
258
Creative Financial Designs
Indiana
$555K +$54.2K +1,109 +11%
OCFG
259
O'Connor Financial Group
Illinois
$554K +$5.71K +117 +1%
AWM
260
Avaii Wealth Management
Wisconsin
$554K +$276K +5,659 +99%
HA
261
Herold Advisors
New York
$547K -$1.42K -29 -0.3%
TB
262
Treynor Bancshares
Iowa
$544K -$690K -14,132 -56%
Citadel Advisors
263
Citadel Advisors
Florida
$543K +$545K +11,148 New
FFN
264
Focus Financial Network
Minnesota
$532K -$58.1K -1,189 -10%
MMA
265
Miracle Mile Advisors
California
$524K -$92.3K -1,890 -15%
Creative Planning
266
Creative Planning
Kansas
$513K -$82.2K -1,683 -14%
RMAM
267
Raab & Moskowitz Asset Management
New Jersey
$510K -$10.3K -210 -2%
WE
268
Wealth Effects
Massachusetts
$506K -$250K -5,118 -33%
RA
269
RFG Advisory
Alabama
$506K -$76.9K -1,574 -13%
AWA
270
Arkadios Wealth Advisors
Georgia
$491K -$90.3K -1,849 -15%
PFA
271
Pinnacle Family Advisors
Missouri
$483K +$20.5K +420 +4%
LFA
272
Laraway Financial Advisors
Minnesota
$474K +$195 +4 +0%
AWA
273
Acorn Wealth Advisors
Michigan
$462K -$68.5K -1,402 -13%
TNBTD
274
Trustmark National Bank Trust Department
Mississippi
$454K
BFA
275
Beacon Financial Advisory
Ohio
$453K +$116K +2,369 +34%