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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
MWA
276
Merkkuri Wealth Advisors
New York
$443K -$62.6K -1,281 -12%
TWM
277
Tanager Wealth Management
United Kingdom
$433K
SIG
278
Sargent Investment Group
Maryland
$433K -$57.9K -1,185 -12%
CA
279
Claro Advisors
Massachusetts
$431K +$12.2K +249 +3%
WCM
280
Winebrenner Capital Management
Kentucky
$431K +$433K +8,854 New
CIAS
281
Capital Investment Advisory Services
North Carolina
$427K +$25.2K +515 +6%
IIL
282
Insight Inv LLC
California
$427K -$143K -2,930 -25%
MOS
283
MGO One Seven
Ohio
$426K -$7.62K -156 -2%
DAS
284
Dynamic Advisor Solutions
Arizona
$421K -$42.3K -865 -9%
WANY
285
Wealthspire Advisors (New York)
New York
$420K +$421K +8,628 New
DTC
286
Davidson Trust Company
Washington
$417K
FLI
287
Family Legacy Inc
South Carolina
$413K -$1.51K -31 -0.4%
CICC
288
Capital Investment Counsel (Colorado)
Colorado
$400K -$527K -10,794 -57%
CWA
289
Clarus Wealth Advisors
Arizona
$400K -$7.82K -160 -2%
ACMA
290
Arbor Capital Management (Alaska)
Alaska
$397K +$97.8K +2,003 +33%
CCG
291
Capital CS Group
California
$393K +$22.9K +469 +6%
TFG
292
Team Financial Group
California
$388K +$182K +3,735 +88%
PCS
293
Private Client Services
Kentucky
$385K +$33.5K +686 +10%
NB
294
NBT Bank
New York
$379K -$57.3K -1,174 -13%
CAM
295
Cresset Asset Management
Illinois
$378K
CCM
296
Chiron Capital Management
Florida
$367K -$97.7K -2,000 -21%
MSAM
297
Moloney Securities Asset Management
Missouri
$366K -$7.82K -160 -2%
SB
298
Strategic Blueprint
Georgia
$365K -$25.1K -513 -6%
PTP
299
Platform Technology Partners
New York
$361K
SAW
300
Signal Advisors Wealth
Michigan
$358K -$4.98K -102 -1%