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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 %
PNC Financial Services Group
326
PNC Financial Services Group
Pennsylvania
$199K -$2.84K -59 -1%
ZB
327
Zions Bancorporation
Utah
$192K +$192K +4,000 New
IGWM
328
ICA Group Wealth Management
Colorado
$190K -$509K -10,594 -73%
MIM
329
MTM Investment Management
South Carolina
$149K
BCMLT
330
Beacon Capital Management LLC (Tennessee)
Tennessee
$137K -$5K -104 -4%
PB
331
Pinnacle Bancorp
Nebraska
$126K -$3.36K -70 -3%
CPA
332
Clear Point Advisors
New York
$123K +$1.3K +27 +1%
HIA
333
Harbor Investment Advisory
Maryland
$110K +$1.25K +26 +1%
TAM
334
Tucker Asset Management
Colorado
$108K +$22.2K +463 +26%
Bank of Montreal
335
Bank of Montreal
Ontario, Canada
$103K -$1.31M -27,074 -93%
RWMG
336
Redwood Wealth Management Group
New Jersey
$103K +$103K +2,141 New
PMFA
337
Plante Moran Financial Advisors
Michigan
$91.9K
OIA
338
Optimum Investment Advisors
Illinois
$91.3K
RCM
339
Raleigh Capital Management
North Carolina
$90.8K -$1.83K -38 -2%
FCA
340
FinTrust Capital Advisors
South Carolina
$84.8K -$12K -250 -12%
AF
341
Advisornet Financial
Minnesota
$78K +$40.7K +848 +109%
DFA
342
DHJJ Financial Advisors
Illinois
$65.3K -$3.36K -70 -5%
William Blair & Company
343
William Blair & Company
Illinois
$64.2K -$3.12K -65 -5%
GI
344
GAMMA Investing
California
$62.4K +$62.4K +1,298 New
GJWM
345
Gilliland Jeter Wealth Management
Arkansas
$61.8K +$144 +3 +0.2%
WT
346
Washington Trust
Rhode Island
$57.6K
SS
347
Sunbelt Securities
Texas
$55.6K -$14.1K -293 -20%
GLR
348
Great Lakes Retirement
Ohio
$48.8K +$48.8K +1,016 New
WWM
349
Wagner Wealth Management
South Carolina
$47.5K -$11.8K -246 -20%
TWP
350
Triad Wealth Partners
Kansas
$44.1K +$44.1K +918 New