We are live on ! Find out more
LMBS icon

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
GM
351
GeoWealth Management
Illinois
$205K -$321K -6,581 -61%
NG
352
Novem Group
New York
$203K +$204K +4,167 New
LSA
353
Lion Street Advisors
Texas
$203K
PB
354
Pinnacle Bancorp
Nebraska
$160K +$3.42K +70 +2%
MIM
355
MTM Investment Management
South Carolina
$151K
BCMLT
356
Beacon Capital Management LLC (Tennessee)
Tennessee
$140K +$928 +19 +0.7%
TAM
357
Tucker Asset Management
Colorado
$136K +$43.2K +884 +46%
HIA
358
Harbor Investment Advisory
Maryland
$134K +$22.4K +459 +20%
MIM
359
Marshall Investment Management
Colorado
$131K +$130K +2,658 New
HIW
360
Holos Integrated Wealth
Pennsylvania
$127K +$128K +2,614 New
KIM
361
Kestra Investment Management
Texas
$127K +$127K +2,609 New
SIM
362
Synergy Investment Management
Florida
$116K +$117K +2,391 New
OIA
363
Optimum Investment Advisors
Illinois
$92.5K
RCM
364
Raleigh Capital Management
North Carolina
$91.8K -$1.07K -22 -1%
RAM
365
Riggs Asset Management
Pennsylvania
$87.1K +$12.2K +250 +16%
AF
366
Advisornet Financial
Minnesota
$81.1K
WI
367
Wintrust Investments
Illinois
$81K -$2.54K -52 -3%
MWA
368
Medallion Wealth Advisors
Connecticut
$75.8K +$76K +1,555 New
GI
369
GAMMA Investing
California
$68.3K +$5.18K +106 +8%
William Blair & Company
370
William Blair & Company
Illinois
$58.9K -$21K -429 -26%
WT
371
Washington Trust
Rhode Island
$58.4K
EWM
372
EPG Wealth Management
Georgia
$56.1K -$11.9K -244 -17%
WWMSC
373
Wagner Wealth Management (South Carolina)
South Carolina
$53.2K +$4.35K +89 +9%
FMII
374
Farmers & Merchants Investments Inc
Nebraska
$47.3K +$47.5K +972 New
ACA
375
Aptus Capital Advisors
Alabama
$40.2K