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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
GWANC
376
Guardian Wealth Advisors (North Carolina)
North Carolina
$40.2K
CA
377
Clearstead Advisors
Ohio
$37.3K +$33.7K +689 +895%
ST
378
Smithfield Trust
Pennsylvania
$36K
Q1WB
379
Quest 10 Wealth Builders
Virginia
$30.4K +$30.5K +625 New
SS
380
Sunbelt Securities
Texas
$29.3K -$27.2K -556 -48%
BNP Paribas Financial Markets
381
BNP Paribas Financial Markets
France
$28.9K -$247K -5,057 -89%
YDMI
382
Y.D. More Investments
Israel
$27.7K
FWM
383
FLP Wealth Management
Arkansas
$26.8K +$26.9K +551 New
WP
384
WealthShield Partners
North Carolina
$24.6K
TWD
385
True Wealth Design
Ohio
$19.5K
DFA
386
DHJJ Financial Advisors
Illinois
$19K -$25K -512 -57%
TRCT
387
Tower Research Capital (TRC)
New York
$17.6K +$11K +225 +164%
RIL
388
Rothschild Investment LLC
Illinois
$16.3K
BCWM
389
Bartlett & Co Wealth Management
Ohio
$13.8K +$13.9K +284 New
TSMHT
390
Thurston Springer Miller Herd & Titak
Indiana
$12.8K
S
391
Sachetta
Massachusetts
$12.7K
GSWM
392
Golden State Wealth Management
California
$12.2K +$12.2K +250 New
SWM
393
Sanctuary Wealth Management
Idaho
$11.6K
EWP
394
Elevation Wealth Partners
California
$10.5K +$10.5K +215 New
DRP
395
Decker Retirement Planning
Utah
$10.4K +$10.5K +214 New
CFO
396
CVA Family Office
Colorado
$10.1K
AW
397
Avion Wealth
Texas
$10K +$49 +1 +0.5%
RFG
398
REAP Financial Group
Texas
$9.88K +$9.92K +203 New
PA
399
PSI Advisors
Florida
$7.4K
CAM
400
Creekmur Asset Management
Illinois
$5.16K -$293 -6 -5%