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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 %
AA
301
AlphaMark Advisors
Kentucky
$275K -$3.12K -65 -1%
AWM
302
Avaii Wealth Management
Wisconsin
$270K +$270K +5,612 New
AIC
303
Archer Investment Corporation
Indiana
$265K +$38.6K +804 +17%
EL
304
Essex LLC
Illinois
$256K -$5.33K -111 -2%
CA
305
Cambridge Advisors
Nebraska
$253K +$384 +8 +0.2%
KIG
306
Kowal Investment Group
Wisconsin
$253K +$2.74K +57 +1%
SFS
307
Security Financial Services
Indiana
$250K -$367K -7,643 -60%
TWM
308
Trueblood Wealth Management
Ohio
$249K
OFS
309
OneAscent Financial Services
Alabama
$242K +$20.3K +424 +9%
GWSG
310
GPS Wealth Strategies Group
Colorado
$239K -$26.4K -550 -10%
BEI
311
Benjamin Edwards Inc
Missouri
$238K -$89.5K -1,862 -27%
JIP
312
Jaffetilchin Investment Partners
Florida
$237K +$1.68K +35 +0.7%
EWM
313
EPG Wealth Management
Georgia
$235K -$242K -5,026 Closed
CCB
314
Cutter & Co Brokerage
Missouri
$233K -$2.84K -59 -1%
MSAM
315
Moloney Securities Asset Management
Missouri
$230K -$3.08K -64 -1%
ACMA
316
Arbor Capital Management (Alaska)
Alaska
$229K -$14.4K -301 -6%
CRWM
317
Castle Rock Wealth Management
California
$220K
SFG
318
Sovereign Financial Group
Connecticut
$217K -$3.56K -74 -2%
GCA
319
Genesee Capital Advisors
New York
$214K +$214K +4,444 New
RIS
320
Retirement Income Solutions
Michigan
$211K -$642K -13,356 -75%
LPT
321
Legacy Private Trust
Wisconsin
$208K -$352K -7,319 -63%
TNBTD
322
Trustmark National Bank Trust Department
Mississippi
$208K +$208K +4,322 New
NWM
323
Northwest Wealth Management
Iowa
$205K -$38.7K -806 -16%
CF
324
Centaurus Financial
California
$203K -$1.24M -25,716 -86%
T
325
Tidemark
California
$203K -$272K -5,670 -57%