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

410 hedge funds and large institutions have $3.93B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 168 increasing their positions, 145 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+24
Holders Change %
+6.22%
% of All Funds
5.46%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
62
Increased
168
Reduced
145
Closed
27
Calls
$195K
Puts
Net Calls
+$195K
Net Calls Change
+$195K
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
326
Diversify Advisory Services
Utah
$257K -$109K -2,249 -30%
LFG
327
Larson Financial Group
Missouri
$253K -$6.91K -142 -3%
EL
328
Essex LLC
Illinois
$253K -$2.04K -42 -0.8%
TWM
329
Trueblood Wealth Management
Ohio
$253K
LFAS
330
Level Four Advisory Services
Texas
$250K -$2.97K -61 -1%
FIM
331
Freedom Investment Management
Connecticut
$249K -$39.3K -808 -14%
Betterment LLC
332
Betterment LLC
New York
$247K +$247K +5,085 New
SWM
333
SeaCrest Wealth Management
New York
$247K +$247K +5,069 New
JIP
334
Jaffetilchin Investment Partners
Florida
$246K +$2.48K +51 +1%
RW
335
Rede Wealth
Virginia
$245K -$12.7K -261 -5%
CA
336
Cambridge Advisors
Nebraska
$244K -$9.93K -204 -4%
MI
337
Moneywise Inc
Virginia
$244K -$160K -3,280 -40%
MWM
338
Mosley Wealth Management
California
$234K -$10.3K -211 -4%
WWM
339
Western Wealth Management
Colorado
$230K -$298K -6,114 -56%
TA
340
TrueWealth Advisors
Alabama
$230K -$14K -288 -6%
IPW
341
Impact Partnership Wealth
Georgia
$225K +$225K +4,618 New
PWS
342
Proactive Wealth Strategies
Georgia
$222K +$21.7K +444 +11%
GCA
343
Genesee Capital Advisors
New York
$220K +$1.9K +39 +0.9%
CCB
344
Cutter & Co Brokerage
Missouri
$214K -$10.5K -216 -5%
SFG
345
Sovereign Financial Group
Connecticut
$212K
T
346
Tidemark
California
$206K +$487 +10 +0.2%
BFG
347
Beacon Financial Group
Texas
$206K
CRWM
348
Castle Rock Wealth Management
California
$206K -$19K -389 -8%
GM
349
GeoWealth Management
Illinois
$205K -$320K -6,581 -61%
NG
350
Novem Group
New York
$203K +$203K +4,167 New