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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 %
SIM
276
Stratos Investment Management
Ohio
$396K -$488K -9,869 -55%
PA
277
PFG Advisors
Arizona
$385K +$64.5K +1,305 +20%
CAM
278
Cresset Asset Management
Illinois
$383K -$1.33K -27 -0.3%
MSAM
279
Moloney Securities Asset Management
Missouri
$380K +$143K +2,894 +60%
CCG
280
Capital CS Group
California
$376K -$25.6K -518 -6%
KCFA
281
Key Client Fiduciary Advisors
New Jersey
$374K
SAW
282
Signal Advisors Wealth
Michigan
$369K +$369K +7,461 New
DAS
283
Diversify Advisory Services
Utah
$368K
PTP
284
Platform Technology Partners
New York
$367K
Wealth Enhancement Advisory Services
285
Wealth Enhancement Advisory Services
Minnesota
$362K -$650K -13,163 -64%
SEP
286
Southland Equity Partners
Missouri
$362K -$16.3K -329 -4%
PCS
287
Private Client Services
Kentucky
$357K +$357K +7,217 New
FHA
288
First Horizon Advisors
Tennessee
$355K -$13.5K -273 -4%
BRWA
289
B. Riley Wealth Advisors
Florida
$348K -$312K -6,325 -47%
BFA
290
Beacon Financial Advisory
Ohio
$343K +$37.3K +754 +12%
PNC Financial Services Group
291
PNC Financial Services Group
Pennsylvania
$343K +$138K +2,795 +67%
QCIG
292
Quad-Cities Investment Group
Iowa
$339K -$4.94K -100 -1%
Ameriprise
293
Ameriprise
Minnesota
$330K +$330K +6,684 New
WMA
294
Wealth Management Associates
New Jersey
$329K +$25.3K +511 +8%
HSA
295
HBK Sorce Advisory
Pennsylvania
$324K +$889 +18 +0.3%
CWM
296
Cornerstone Wealth Management
Missouri
$323K +$889 +18 +0.3%
Koshinski Asset Management
297
Koshinski Asset Management
Illinois
$320K +$346 +7 +0.1%
EFL
298
ERn Financial LLC
Wisconsin
$315K -$75.3K -1,524 -19%
WMA
299
West Michigan Advisors
Michigan
$314K -$1.88K -38 -0.6%
RGF
300
Retirement Guys Formula
Ohio
$311K