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

376 hedge funds and large institutions have $3.63B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 110 increasing their positions, 190 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+6
Holders Change %
+1.62%
% of All Funds
5.51%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
50
Increased
110
Reduced
190
Closed
41
Calls
$271K
Puts
$329K
Net Calls
-$58K
Net Calls Change
-$422K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
326
Avior Wealth Management
Nebraska
$121K -$180K -3,720 -60%
CPA
327
Clear Point Advisors
New York
$120K +$120K +2,490 New
RCM
328
Raleigh Capital Management
North Carolina
$120K -$21.8K -450 -15%
FCA
329
FinTrust Capital Advisors
South Carolina
$111K -$87.4K -1,809 -44%
HIA
330
Harbor Investment Advisory
Maryland
$104K +$21.5K +445 +26%
PMFA
331
Plante Moran Financial Advisors
Michigan
$92.4K
OIA
332
Optimum Investment Advisors
Illinois
$91.8K -$19.3K -400 -17%
PB
333
Pinnacle Bancorp
Nebraska
$88.4K
DFA
334
DHJJ Financial Advisors
Illinois
$70.5K -$966 -20 -1%
SS
335
Sunbelt Securities
Texas
$69.7K -$2.56K -53 -4%
William Blair & Company
336
William Blair & Company
Illinois
$67.7K -$469K -9,702 -87%
WT
337
Washington Trust
Rhode Island
$57.9K
TAM
338
Tucker Asset Management
Colorado
$53.1K -$5.7K -118 -10%
AF
339
Advisornet Financial
Minnesota
$52.4K -$10.1K -210 -16%
NA
340
Nordwand Advisors
Pennsylvania
$52.1K
ACA
341
Aptus Capital Advisors
Alabama
$42.4K -$50.5K -1,045 -54%
GWANC
342
Guardian Wealth Advisors (North Carolina)
North Carolina
$42.4K
FFA
343
Farther Finance Advisors
California
$38.9K -$47.4K -980 -55%
ST
344
Smithfield Trust
Pennsylvania
$35K
WP
345
WealthShield Partners
North Carolina
$29.3K -$10.5K -218 -26%
YDMI
346
Y.D. More Investments
Israel
$27.4K +$27.4K +573 New
SWM
347
Spire Wealth Management
Virginia
$21.2K
OLVIG
348
Oliver Lagore Vanvalin Investment Group
Michigan
$20K -$30.3K -627 -60%
VL
349
Vima LLC
Michigan
$19.5K +$19.5K +404 New
TWD
350
True Wealth Design
Ohio
$19.3K