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

386 hedge funds and large institutions have $3.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 182 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.58%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.41%
New
32
Increased
182
Reduced
135
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIS
326
Retirement Income Solutions
Michigan
$221K +$4K +81 +2%
SFG
327
Sovereign Financial Group
Connecticut
$215K -$7.91K -160 -4%
SFS
328
Security Financial Services
Indiana
$210K -$46.3K -938 -18%
TFG
329
Team Financial Group
California
$209K +$209K +4,236 New
BFG
330
Beacon Financial Group
Texas
$209K -$345K -6,990 -62%
T
331
Tidemark
California
$209K +$395 +8 +0.2%
CF
332
Centaurus Financial
California
$207K -$838 -17 -0.4%
LSA
333
Lion Street Advisors
Texas
$206K +$206K +4,162 New
PWS
334
Proactive Wealth Strategies
Georgia
$203K +$203K +4,107 New
US Bancorp
335
US Bancorp
Minnesota
$183K -$116K -2,338 -39%
PB
336
Pinnacle Bancorp
Nebraska
$159K +$30.2K +611 +23%
MIM
337
MTM Investment Management
South Carolina
$152K
JFGIW
338
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$152K +$152K +3,076 New
Jones Financial Companies
339
Jones Financial Companies
Missouri
$150K +$147K +2,982 +5,141%
BCMLT
340
Beacon Capital Management LLC (Tennessee)
Tennessee
$141K +$99 +2 +0.1%
CPA
341
Clear Point Advisors
New York
$134K +$8.01K +162 +6%
HIA
342
Harbor Investment Advisory
Maryland
$113K
PMFA
343
Plante Moran Financial Advisors
Michigan
$97.1K +$2.57K +52 +3%
RCM
344
Raleigh Capital Management
North Carolina
$94.3K +$988 +20 +1%
TAM
345
Tucker Asset Management
Colorado
$94.3K -$16.7K -339 -15%
OIA
346
Optimum Investment Advisors
Illinois
$93.9K
WI
347
Wintrust Investments
Illinois
$85K -$718K -14,612 -89%
AF
348
Advisornet Financial
Minnesota
$82.4K +$2.17K +44 +3%
William Blair & Company
349
William Blair & Company
Illinois
$81K +$15K +304 +23%
FCM
350
Fourpath Capital Management
Oklahoma
$79.1K +$79.1K +1,600 New