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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 %
CPA
326
Clear Point Advisors
New York
$122K +$1.83K +38 +2%
LFG
327
Larson Financial Group
Missouri
$120K -$111K -2,305 -48%
HIA
328
Harbor Investment Advisory
Maryland
$109K +$5.11K +106 +5%
FCA
329
FinTrust Capital Advisors
South Carolina
$97.2K -$14K -290 -13%
FFA
330
Farther Finance Advisors
California
$94.3K +$55.6K +1,156 +143%
RCM
331
Raleigh Capital Management
North Carolina
$92.9K -$26.8K -556 -22%
PMFA
332
Plante Moran Financial Advisors
Michigan
$92.3K
OIA
333
Optimum Investment Advisors
Illinois
$91.7K
TAM
334
Tucker Asset Management
Colorado
$86.1K +$33.1K +685 +62%
SS
335
Sunbelt Securities
Texas
$70K +$338 +7 +0.5%
DFA
336
DHJJ Financial Advisors
Illinois
$68.9K -$1.45K -30 -2%
William Blair & Company
337
William Blair & Company
Illinois
$67.6K
GJWM
338
Gilliland Jeter Wealth Management
Arkansas
$61.9K +$61.9K +1,283 New
WWM
339
Wagner Wealth Management
South Carolina
$59.6K -$1.49M -30,903 -96%
WT
340
Washington Trust
Rhode Island
$57.9K
RIA
341
Realta Investment Advisors
Delaware
$54.8K +$54.8K +1,136 New
NA
342
Nordwand Advisors
Pennsylvania
$52K
ACA
343
Aptus Capital Advisors
Alabama
$40.5K -$1.83K -38 -4%
GWANC
344
Guardian Wealth Advisors (North Carolina)
North Carolina
$40.5K -$1.83K -38 -4%
AF
345
Advisornet Financial
Minnesota
$37.4K -$15K -310 -29%
ST
346
Smithfield Trust
Pennsylvania
$35K
FIM
347
FWL Investment Management
Texas
$34.1K +$25.2K +523 +286%
VL
348
Vima LLC
Michigan
$27.9K +$8.57K +179 +44%
YDMI
349
Y.D. More Investments
Israel
$27.4K
PAM
350
Palisade Asset Management
Minnesota
$25K +$25K +518 New