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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 %
IWM
401
IMG Wealth Management
Florida
$2.74K +$2.74K +56 New
HCP
402
Hexagon Capital Partners
Arkansas
$2.73K
PMFA
403
Plante Moran Financial Advisors
Michigan
$2.53K -$93.1K -1,913 -97%
CJ
404
Caitlin John
Michigan
$2K
SL
405
Salomon & Ludwin
Virginia
$1.8K
HNB
406
Huntington National Bank
Ohio
$1.8K -$8.25K
NS
407
NBC Securities
Alabama
$852 -$865K -17,253 -100%
CAWM
408
Capital A Wealth Management
Pennsylvania
$535 +$535 +11 New
RIA
409
Realta Investment Advisors
Delaware
$389 +$389 +8 New
SAM
410
Synergy Asset Management
Washington
$247 +$247 +5 New
Fidelity Investments
411
Fidelity Investments
Massachusetts
$97 -$194 -4 -67%
SIS
412
Sound Income Strategies
Florida
$18 -$18
GLA
413
Good Life Advisors
Pennsylvania
-$3.12M -63,185 Closed
BFA
414
Brown Financial Advisors
Ohio
-$2.61M -52,883 Closed
Bank of Montreal
415
Bank of Montreal
Ontario, Canada
-$2.46M -49,755 Closed
TPA
416
Trivium Point Advisory
Connecticut
-$2.36M -48,498 Closed
SFS
417
Sowell Financial Services
Arkansas
-$2.14M -43,273 Closed
EFS
418
Econ Financial Services
Pennsylvania
-$1.13M -22,909 Closed
WA
419
Win Advisors
Florida
-$1.07M -21,719 Closed
PW
420
Paladin Wealth
Minnesota
-$763K -15,450 Closed
SAM
421
SignalPoint Asset Management
Missouri
-$599K -12,123 Closed
PFGIA
422
Patriot Financial Group Insurance Agency
Massachusetts
-$579K -11,714 Closed
Mercer Global Advisors
423
Mercer Global Advisors
Colorado
-$517K -10,444 Closed
AWA
424
Arete Wealth Advisors
Illinois
-$471K -9,546 Closed
SWP
425
Summit Wealth Partners
Florida
-$465K -9,403 Closed