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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 %
LSA
351
Lion Street Advisors
Texas
$203K
PB
352
Pinnacle Bancorp
Nebraska
$160K +$3.41K +70 +2%
MIM
353
MTM Investment Management
South Carolina
$151K
BCMLT
354
Beacon Capital Management LLC (Tennessee)
Tennessee
$140K +$925 +19 +0.7%
TAM
355
Tucker Asset Management
Colorado
$136K +$43K +884 +46%
HIA
356
Harbor Investment Advisory
Maryland
$134K +$22.3K +459 +20%
MIM
357
Marshall Investment Management
Colorado
$131K +$131K +2,658 New
HIW
358
Holos Integrated Wealth
Pennsylvania
$127K +$127K +2,614 New
KIM
359
Kestra Investment Management
Texas
$127K +$127K +2,609 New
SIM
360
Synergy Investment Management
Florida
$116K +$116K +2,391 New
OIA
361
Optimum Investment Advisors
Illinois
$92.5K
RCM
362
Raleigh Capital Management
North Carolina
$91.8K -$1.07K -22 -1%
RAM
363
Riggs Asset Management
Pennsylvania
$87.1K +$12.2K +250 +16%
AF
364
Advisornet Financial
Minnesota
$81.1K
WI
365
Wintrust Investments
Illinois
$81K -$2.51K -52 -3%
GI
366
GAMMA Investing
California
$68.3K +$5.16K +106 +8%
William Blair & Company
367
William Blair & Company
Illinois
$58.9K -$20.9K -429 -26%
WT
368
Washington Trust
Rhode Island
$58.4K
EWM
369
EPG Wealth Management
Georgia
$56.1K -$11.9K -244 -17%
WWM
370
Wagner Wealth Management
South Carolina
$53.2K +$4.33K +89 +9%
FMII
371
Farmers & Merchants Investments Inc
Nebraska
$47.3K +$47.3K +972 New
ACA
372
Aptus Capital Advisors
Alabama
$40.2K
GWANC
373
Guardian Wealth Advisors (North Carolina)
North Carolina
$40.2K
CA
374
Clearstead Advisors
Ohio
$37.3K +$33.5K +689 +895%
ST
375
Smithfield Trust
Pennsylvania
$36K