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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
Mercer Global Advisors
426
Mercer Global Advisors
Colorado
-$517K -10,444 Closed
AWA
427
Arete Wealth Advisors
Illinois
-$471K -9,546 Closed
SWP
428
Summit Wealth Partners
Florida
-$465K -9,403 Closed
SW
429
Simplicity Wealth
New Jersey
-$439K -8,882 Closed
BRWA
430
B. Riley Wealth Advisors
Florida
-$348K -7,055 Closed
NP
431
Nilsine Partners
Colorado
-$222K -4,496 Closed
RIS
432
Retirement Income Solutions
Michigan
-$221K -4,469 Closed
SFS
433
Security Financial Services
Indiana
-$210K -4,260 Closed
JFGIW
434
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$152K -3,076 Closed
CPA
435
Clear Point Advisors
New York
-$134K -2,717 Closed
FCM
436
Fourpath Capital Management
Oklahoma
-$79.1K -1,600 Closed
GJWM
437
Gilliland Jeter Wealth Management
Arkansas
-$63.9K -1,293 Closed
FIM
438
FWL Investment Management
Texas
-$29.9K -605 Closed
CIBC Private Wealth Group
439
CIBC Private Wealth Group
Georgia
-$15.7K -317 Closed
APC
440
Aspire Private Capital
North Carolina
-$14.6K -296 Closed
ATS
441
Ashton Thomas Securities
New York
-$13.3K -270 Closed
PIS
442
POM Investment Strategies
North Carolina
-$939 -19 Closed
MFG
443
Mendota Financial Group
Wisconsin
-$2