LMBS icon

First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

384 hedge funds and large institutions have $3.15B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 160 reducing their positions, and 24 closing their positions.

Holders
384
Holders Change
+12
Holders Change %
+3.23%
% of All Funds
5.59%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
45
Increased
146
Reduced
160
Closed
24
Calls
$10K
Puts
$125K
Net Calls
-$115K
Net Calls Change
-$115K
Name Market Value Shares Shares
Change
Shares
Change %
AFA
26
American Financial Advisors
Georgia
$17.5M 363,945 -172,934 -32%
PFS
27
Prospera Financial Services
Texas
$16.6M 345,465 +119,898 +53%
HighTower Advisors
28
HighTower Advisors
Illinois
$16.5M 342,621 -1,391 -0.4%
TCM
29
TD Capital Management
Tennessee
$16.3M 339,453 +30,856 +10%
Cerity Partners
30
Cerity Partners
New York
$14.8M 307,806 +3,236 +1%
TPW
31
TL Private Wealth
Texas
$14.7M 302,827 -1,968 -0.6%
Renaissance Technologies
32
Renaissance Technologies
New York
$14.4M 300,558 -150,842 -33%
CCM
33
Condor Capital Management
New Jersey
$14.4M 298,787 +16,048 +6%
OWP
34
Obermeyer Wealth Partners
Colorado
$14.2M 295,876 -20,230 -6%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$13.6M 282,855 +264,936 +1,479%
AWM
36
AE Wealth Management
Kansas
$13.5M 281,809 +13,378 +5%
IWA
37
Inspirion Wealth Advisors
Illinois
$13.3M 275,894 +3,083 +1%
FPIS
38
Financial Planning & Information Services
Wisconsin
$13.1M 272,956 +5,047 +2%
HI
39
Harbour Investments
Wisconsin
$12.9M 268,105 +27,807 +12%
IWC
40
Integrated Wealth Concepts
Massachusetts
$12.7M 264,133 +174,760 +196%
TC
41
TAP Consulting
Missouri
$12.6M 262,664 +10,565 +4%
PA
42
Prism Advisors
California
$12.6M 262,188 +10,521 +4%
Truist Financial
43
Truist Financial
North Carolina
$12.2M 253,477 -11,564 -4%
WFS
44
Weitzel Financial Services
Iowa
$12.1M 252,255 -3,820 -1%
KAS
45
Kestra Advisory Services
Texas
$12.1M 251,094 +23,860 +11%
NA
46
NewEdge Advisors
Louisiana
$11.7M 244,360 +77,107 +46%
FEG
47
Financial Enhancement Group
Indiana
$11.5M 236,083 +3,263 +1%
WA
48
Win Advisors
Florida
$11.5M 239,815 +239,815 New
HCA
49
Heck Capital Advisors
Wisconsin
$11.2M 233,717 +951 +0.4%
CSIC
50
Clifford Swan Investment Counsel
California
$11.2M 233,059 -23,250 -9%