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

410 hedge funds and large institutions have $3.93B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 168 increasing their positions, 145 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+24
Holders Change %
+6.22%
% of All Funds
5.46%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
62
Increased
168
Reduced
145
Closed
27
Calls
$195K
Puts
Net Calls
+$195K
Net Calls Change
+$195K
Name Holding Trade Value Shares
Change
Shares
Change %
SEP
301
Southland Equity Partners
Missouri
$334K -$22.7K -467 -6%
WMA
302
West Michigan Advisors
Michigan
$333K +$23.7K +486 +8%
CMS
303
Capital Market Strategies
Florida
$328K -$69.6K -1,431 -18%
QCIG
304
Quad-Cities Investment Group
Iowa
$327K -$7.25K -149 -2%
WMA
305
Wealth Management Associates
New Jersey
$324K +$438 +9 +0.1%
KCFA
306
Key Client Fiduciary Advisors
New Jersey
$318K -$50.4K -1,035 -14%
CWM
307
Cornerstone Wealth Management
Missouri
$316K -$2.09K -43 -0.7%
SIM
308
Stratos Investment Management
Ohio
$308K -$82.3K -1,690 -21%
HSA
309
HBK Sorce Advisory
Pennsylvania
$302K -$17.2K -354 -5%
US Bancorp
310
US Bancorp
Minnesota
$301K +$121K +2,476 +67%
RGF
311
Retirement Guys Formula
Ohio
$296K -$9.88K -203 -3%
SA
312
Sovran Advisors
California
$295K +$295K +6,096 New
LC
313
Luminist Capital
Michigan
$289K +$289K +5,936 New
WFA
314
WMG Financial Advisors
Tennessee
$288K -$7.54K -155 -3%
AIC
315
Archer Investment Corporation
Indiana
$284K +$8.47K +174 +3%
EFL
316
ERn Financial LLC
Wisconsin
$283K -$27.3K -561 -9%
SI
317
Shaker Investments
Ohio
$281K
AA
318
AlphaMark Advisors
Kentucky
$279K
KA
319
Kovack Advisors
Florida
$279K -$7.35K -151 -3%
MP
320
Moment Partners
California
$271K +$271K +5,563 New
AA
321
Armis Advisers
Georgia
$268K +$268K +5,513 New
WC
322
Waterloo Capital
Texas
$265K
QC
323
Quadrature Capital
United Kingdom
$262K +$262K +5,373 New
GI
324
Gradient Investments
Minnesota
$260K -$35.1M -721,065 -99%
AA
325
Ancora Advisors
Ohio
$257K +$257K +5,285 New