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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
GI
326
Gradient Investments
Minnesota
$260K -$35.2M -721,065 -99%
AA
327
Ancora Advisors
Ohio
$257K +$258K +5,285 New
DAS
328
Diversify Advisory Services
Utah
$257K -$110K -2,249 -30%
LFG
329
Larson Financial Group
Missouri
$253K -$6.94K -142 -3%
EL
330
Essex LLC
Illinois
$253K -$2.05K -42 -0.8%
TWM
331
Trueblood Wealth Management
Ohio
$253K
LFAS
332
Level Four Advisory Services
Texas
$250K -$2.98K -61 -1%
FIM
333
Freedom Investment Management
Connecticut
$249K -$39.5K -808 -14%
Betterment LLC
334
Betterment LLC
New York
$247K +$248K +5,085 New
SWM
335
SeaCrest Wealth Management
New York
$247K +$248K +5,069 New
JIP
336
Jaffetilchin Investment Partners
Florida
$246K +$2.49K +51 +1%
RW
337
Rede Wealth
Virginia
$245K -$12.7K -261 -5%
CA
338
Cambridge Advisors
Nebraska
$244K -$9.96K -204 -4%
MI
339
Moneywise Inc
Virginia
$244K -$160K -3,280 -40%
MWM
340
Mosley Wealth Management
California
$234K -$10.3K -211 -4%
WWM
341
Western Wealth Management
Colorado
$230K -$299K -6,114 -56%
TA
342
TrueWealth Advisors
Alabama
$230K -$14.1K -288 -6%
IPW
343
Impact Partnership Wealth
Georgia
$225K +$226K +4,618 New
PWS
344
Proactive Wealth Strategies
Georgia
$222K +$21.7K +444 +11%
GCA
345
Genesee Capital Advisors
New York
$220K +$1.91K +39 +0.9%
CCB
346
Cutter & Co Brokerage
Missouri
$214K -$10.6K -216 -5%
SFG
347
Sovereign Financial Group
Connecticut
$212K
T
348
Tidemark
California
$206K +$488 +10 +0.2%
BFG
349
Beacon Financial Group
Texas
$206K
CRWM
350
Castle Rock Wealth Management
California
$206K -$19K -389 -8%