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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 %
KA
276
Kovack Advisors
Florida
$337K +$337K +7,015 New
QCIG
277
Quad-Cities Investment Group
Iowa
$335K -$96 -2 -0%
RW
278
Rede Wealth
Virginia
$334K -$55.6K -1,157 -14%
TA
279
TrueWealth Advisors
Alabama
$326K +$30.9K +643 +10%
CFS
280
Commonwealth Financial Services
West Virginia
$317K -$1.13M -23,412 -78%
AFP
281
Ausdal Financial Partners
Iowa
$317K -$448K -9,319 -59%
HSA
282
HBK Sorce Advisory
Pennsylvania
$314K -$7.02K -146 -2%
CWM
283
Cornerstone Wealth Management
Missouri
$313K +$865 +18 +0.3%
Koshinski Asset Management
284
Koshinski Asset Management
Illinois
$312K +$312K +6,462 New
PA
285
PFG Advisors
Arizona
$312K -$28.9K -602 -8%
RSWM
286
Robertson Stephens Wealth Management
California
$309K +$18.6K +387 +6%
WMA
287
West Michigan Advisors
Michigan
$308K +$1.93K +40 +0.6%
GI
288
Gradient Investments
Minnesota
$306K +$306K +6,365 New
FIM
289
Freedom Investment Management
Connecticut
$305K -$45.9K -955 -13%
WWM
290
Western Wealth Management
Colorado
$305K -$10.5K -218 -3%
RGF
291
Retirement Guys Formula
Ohio
$302K -$2.79K -58 -0.9%
BFA
292
Beacon Financial Advisory
Ohio
$297K +$297K +6,188 New
WMA
293
Wealth Management Associates
New Jersey
$295K
US Bancorp
294
US Bancorp
Minnesota
$290K -$101K -2,093 -26%
NP
295
Nilsine Partners
Colorado
$285K -$13.5K -280 -5%
WC
296
Waterloo Capital
Texas
$280K +$17.2K +358 +7%
WIA
297
World Investment Advisors
California
$278K +$278K +5,782 New
LFG
298
Larson Financial Group
Missouri
$278K +$158K +3,289 +132%
SI
299
Shaker Investments
Ohio
$277K -$7.21K -150 -3%
WFA
300
WMG Financial Advisors
Tennessee
$276K +$276K +5,741 New