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

372 hedge funds and large institutions have $3.17B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 159 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
-4
Holders Change %
-1.06%
% of All Funds
5.39%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.3%
New
34
Increased
143
Reduced
159
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WC
301
Waterloo Capital
Texas
$264K -$40.8K -845 -13%
LSA
302
Lion Street Advisors
Texas
$262K
LNC
303
Lincoln National Corp
Pennsylvania
$262K -$123K -2,555 -32%
EL
304
Essex LLC
Illinois
$262K
CA
305
Cambridge Advisors
Nebraska
$254K +$627 +13 +0.2%
KIG
306
Kowal Investment Group
Wisconsin
$251K +$2.8K +58 +1%
TWM
307
Trueblood Wealth Management
Ohio
$250K
NWM
308
Northwest Wealth Management
Iowa
$244K -$104K -2,156 -30%
ACMA
309
Arbor Capital Management (Alaska)
Alaska
$244K -$768 -16 -0.3%
EWM
310
EPG Wealth Management
Georgia
$242K +$9.99K +207 +4%
CCB
311
Cutter & Co Brokerage
Missouri
$236K +$1.01K +21 +0.4%
JIP
312
Jaffetilchin Investment Partners
Florida
$236K +$2.56K +53 +1%
MSAM
313
Moloney Securities Asset Management
Missouri
$234K +$234K +4,853 New
AIC
314
Archer Investment Corporation
Indiana
$228K -$80.3K -1,665 -26%
SSWM
315
Sheets Smith Wealth Management
North Carolina
$227K
TSS
316
Two Sigma Securities
New York
$224K +$224K +4,638 New
OFS
317
OneAscent Financial Services
Alabama
$223K -$2.37K -49 -1%
SFG
318
Sovereign Financial Group
Connecticut
$221K -$11.1K -230 -5%
CRWM
319
Castle Rock Wealth Management
California
$219K -$22K -462 -9%
MWM
320
Maripau Wealth Management
Indiana
$212K -$531 -11 -0.2%
Thrivent Financial for Lutherans
321
Thrivent Financial for Lutherans
Minnesota
$205K +$205K +4,257 New
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$203K +$34.6K +717 +21%
MIM
323
MTM Investment Management
South Carolina
$149K
BCMLT
324
Beacon Capital Management LLC (Tennessee)
Tennessee
$143K -$24.4K -505 -15%
PB
325
Pinnacle Bancorp
Nebraska
$130K +$41.3K +856 +47%