We are live on ! Find out more
LMBS icon

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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$22M -$146K -2,994 -0.7%
IWA
27
Inspirion Wealth Advisors
Illinois
$20.1M -$515K -10,537 -2%
HCA
28
Heck Capital Advisors
Wisconsin
$19.8M +$529K +10,824 +3%
SI
29
Stephens Inc
Arkansas
$19.4M -$2.02M -41,364 -9%
Cerity Partners
30
Cerity Partners
New York
$19.2M +$524K +10,718 +3%
SFS
31
Searcy Financial Services
Kansas
$18.5M +$1.08M +22,080 +6%
HighTower Advisors
32
HighTower Advisors
Illinois
$17.8M +$813K +16,645 +5%
IAA
33
Independent Advisor Alliance
North Carolina
$17.8M +$10.7M +219,767 +151%
AFA
34
American Financial Advisors
Georgia
$16.9M -$308K -6,297 -2%
PBF
35
Petix & Botte Financial
California
$16.9M -$5.47M -111,930 -24%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$16.2M +$10.9M +222,923 +204%
HI
37
Harbour Investments
Wisconsin
$16.1M +$658K +13,475 +4%
CCM
38
Condor Capital Management
New Jersey
$15.8M +$586K +11,995 +4%
CSIC
39
Clifford Swan Investment Counsel
California
$15.4M -$348K -7,128 -2%
TCM
40
TD Capital Management
Tennessee
$15.2M -$2.41M -49,244 -14%
AAS
41
Avantax Advisory Services
Texas
$14.8M +$2.56M +52,505 +21%
LCAM
42
London & Capital Asset Management
United Kingdom
$14.7M +$14.8M +303,024 New
TPW
43
TL Private Wealth
Texas
$14.6M -$208K -4,248 -1%
KPWS
44
Kestra Private Wealth Services
Texas
$14.6M +$1.36M +27,798 +10%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$14.6M +$2.16M +44,167 +17%
PA
46
Prism Advisors
California
$13.9M +$276K +5,655 +2%
CCFM
47
Clear Creek Financial Management
Washington
$13.5M +$1.42M +29,060 +12%
OWP
48
Obermeyer Wealth Partners
Colorado
$13.5M -$116K -2,384 -0.9%
AI
49
Atria Investments
North Carolina
$13.1M +$11.7M +240,106 +802%
AP
50
Atwood & Palmer
Missouri
$13.1M +$2.02M +41,391 +18%