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

410 hedge funds and large institutions have $3.93B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 168 increasing their positions, 145 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+24
Holders Change %
+6.22%
% of All Funds
5.46%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
62
Increased
168
Reduced
145
Closed
27
Calls
$195K
Puts
Net Calls
+$195K
Net Calls Change
+$195K
Name Holding Trade Value Shares
Change
Shares
Change %
CF
251
Centaurus Financial
California
$580K +$376K +7,713 +184%
IAIM
252
International Assets Investment Management
Florida
$577K +$577K +11,862 New
GRP
253
Global Retirement Partners
California
$577K -$48.1K -988 -8%
VFG
254
Valley Financial Group
Pennsylvania
$575K +$3.94K +81 +0.7%
Susquehanna International Group
255
Susquehanna International Group
Pennsylvania
$555K -$143K -2,928 -20%
CFD
256
Creative Financial Designs
Indiana
$555K +$54K +1,109 +11%
OCFG
257
O'Connor Financial Group
Illinois
$554K +$5.69K +117 +1%
AWM
258
Avaii Wealth Management
Wisconsin
$554K +$275K +5,659 +99%
HA
259
Herold Advisors
New York
$547K -$1.41K -29 -0.3%
TB
260
Treynor Bancshares
Iowa
$544K -$688K -14,132 -56%
Citadel Advisors
261
Citadel Advisors
Florida
$543K +$543K +11,148 New
FFN
262
Focus Financial Network
Minnesota
$532K -$57.9K -1,189 -10%
MMA
263
Miracle Mile Advisors
California
$524K -$92K -1,890 -15%
Creative Planning
264
Creative Planning
Kansas
$513K -$81.9K -1,683 -14%
RMAM
265
Raab & Moskowitz Asset Management
New Jersey
$510K -$10.2K -210 -2%
WE
266
Wealth Effects
Massachusetts
$506K -$249K -5,118 -33%
RA
267
RFG Advisory
Alabama
$506K -$76.6K -1,574 -13%
AWA
268
Arkadios Wealth Advisors
Georgia
$491K -$90K -1,849 -15%
PFA
269
Pinnacle Family Advisors
Missouri
$483K +$20.4K +420 +4%
LFA
270
Laraway Financial Advisors
Minnesota
$474K +$195 +4 +0%
AWA
271
Acorn Wealth Advisors
Michigan
$462K -$68.2K -1,402 -13%
TNBTD
272
Trustmark National Bank Trust Department
Mississippi
$454K
BFA
273
Beacon Financial Advisory
Ohio
$453K +$115K +2,369 +34%
MWA
274
Merkkuri Wealth Advisors
New York
$443K -$62.3K -1,281 -12%
TWM
275
Tanager Wealth Management
United Kingdom
$433K