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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
FHA
301
First Horizon Advisors
Tennessee
$341K -$9.09K -186 -3%
PNC Financial Services Group
302
PNC Financial Services Group
Pennsylvania
$340K +$2.1K +43 +0.6%
SEP
303
Southland Equity Partners
Missouri
$334K -$22.8K -467 -6%
WMA
304
West Michigan Advisors
Michigan
$333K +$23.7K +486 +8%
CMS
305
Capital Market Strategies
Florida
$328K -$69.9K -1,431 -18%
QCIG
306
Quad-Cities Investment Group
Iowa
$327K -$7.28K -149 -2%
WMA
307
Wealth Management Associates
New Jersey
$324K +$440 +9 +0.1%
KCFA
308
Key Client Fiduciary Advisors
New Jersey
$318K -$50.6K -1,035 -14%
CWM
309
Cornerstone Wealth Management
Missouri
$316K -$2.1K -43 -0.7%
SIM
310
Stratos Investment Management
Ohio
$308K -$82.6K -1,690 -21%
HSA
311
HBK Sorce Advisory
Pennsylvania
$302K -$17.3K -354 -5%
US Bancorp
312
US Bancorp
Minnesota
$301K +$121K +2,476 +67%
RGF
313
Retirement Guys Formula
Ohio
$296K -$9.92K -203 -3%
SA
314
Sovran Advisors
California
$295K +$298K +6,096 New
LC
315
Luminist Capital
Michigan
$289K +$290K +5,936 New
WFA
316
WMG Financial Advisors
Tennessee
$288K -$7.57K -155 -3%
AIC
317
Archer Investment Corporation
Indiana
$284K +$8.5K +174 +3%
EFL
318
ERn Financial LLC
Wisconsin
$283K -$27.4K -561 -9%
SI
319
Shaker Investments
Ohio
$281K
AA
320
AlphaMark Advisors
Kentucky
$279K
KA
321
Kovack Advisors
Florida
$279K -$7.38K -151 -3%
MP
322
Moment Partners
California
$271K +$272K +5,563 New
AA
323
Armis Advisers
Georgia
$268K +$269K +5,513 New
WC
324
Waterloo Capital
Texas
$265K
QC
325
Quadrature Capital
United Kingdom
$262K +$262K +5,373 New