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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
AG
401
AmeriFlex Group
Nevada
$5.02K +$5.03K +103 New
T
402
Transce3nd
Texas
$3.75K +$3.76K +77 New
ME
403
McIlrath & Eck
Washington
$2.77K -$244 -5 -8%
IWM
404
IMG Wealth Management
Florida
$2.73K +$2.73K +56 New
HCP
405
Hexagon Capital Partners
Arkansas
$2.73K
PMFA
406
Plante Moran Financial Advisors
Michigan
$2.53K -$93.4K -1,913 -97%
CJ
407
Caitlin John
Michigan
$2K
SL
408
Salomon & Ludwin
Virginia
$1.8K
HNB
409
Huntington National Bank
Ohio
$1.8K
NS
410
NBC Securities
Alabama
$852 -$843K -17,253 -100%
CAWM
411
Capital A Wealth Management
Pennsylvania
$535 +$537 +11 New
RIA
412
Realta Investment Advisors
Delaware
$389 +$391 +8 New
SAM
413
Synergy Asset Management
Washington
$247 +$244 +5 New
Fidelity Investments
414
Fidelity Investments
Massachusetts
$97 -$195 -4 -67%
SIS
415
Sound Income Strategies
Florida
$18
GLA
416
Good Life Advisors
Pennsylvania
-$3.12M -63,185 Closed
BFA
417
Brown Financial Advisors
Ohio
-$2.61M -52,883 Closed
Bank of Montreal
418
Bank of Montreal
Ontario, Canada
-$2.46M -49,755 Closed
TPA
419
Trivium Point Advisory
Connecticut
-$2.36M -48,498 Closed
SFS
420
Sowell Financial Services
Arkansas
-$2.14M -43,273 Closed
EFS
421
Econ Financial Services
Pennsylvania
-$1.13M -22,909 Closed
WA
422
Win Advisors
Florida
-$1.07M -21,719 Closed
PW
423
Paladin Wealth
Minnesota
-$763K -15,450 Closed
SAM
424
SignalPoint Asset Management
Missouri
-$599K -12,123 Closed
PFGIA
425
Patriot Financial Group Insurance Agency
Massachusetts
-$579K -11,714 Closed