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

376 hedge funds and large institutions have $3.63B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 110 increasing their positions, 190 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+6
Holders Change %
+1.62%
% of All Funds
5.51%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
50
Increased
110
Reduced
190
Closed
41
Calls
$271K
Puts
$329K
Net Calls
-$58K
Net Calls Change
-$422K
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
51
Cerity Partners
New York
$10.3M +$3.89M +80,405 +60%
PA
52
Prism Advisors
California
$10.3M -$1.55M -32,055 -13%
WCFA
53
Walkner Condon Financial Advisors
Wisconsin
$10.1M -$6.5M -134,608 -39%
KWM
54
Kingsview Wealth Management
Oregon
$9.77M +$2.7M +55,880 +38%
AAS
55
Avantax Advisory Services
Texas
$9.73M +$1.13M +23,477 +13%
EE
56
EWG Elevate
California
$9.6M +$168K +3,479 +2%
AAS
57
Ameritas Advisory Services
Nebraska
$9.59M -$1.91M -39,450 -17%
MML Investors Services
58
MML Investors Services
Massachusetts
$9.51M +$393K +8,137 +4%
HI
59
Harbour Investments
Wisconsin
$9.47M +$1.54M +31,926 +19%
PFS
60
Prospera Financial Services
Texas
$9.05M +$5.04M +104,359 +126%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$8.81M +$844K +17,467 +11%
TGAM
62
TBH Global Asset Management
Tennessee
$8.65M -$2.15M -44,426 -20%
MMA
63
Miracle Mile Advisors
California
$7.85M -$215K -4,440 -3%
Comerica Bank
64
Comerica Bank
Texas
$7.75M +$36.9K +763 +0.5%
APWM
65
Atlas Private Wealth Management
New York
$7.64M +$58.2K +1,205 +0.8%
SWP
66
Stratos Wealth Partners
Ohio
$7.48M +$1.43M +29,562 +24%
PP
67
PFS Partners
New Jersey
$7.37M +$151K +3,120 +2%
FAIM
68
Financial Advocates Investment Management
Washington
$7.1M +$2.02M +41,860 +40%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$6.82M +$2.67M +55,243 +64%
LA
70
LexAurum Advisors
Kansas
$6.82M -$129K -2,662 -2%
SIM
71
SSI Investment Management
California
$6.73M -$46.4K -961 -0.7%
EC
72
EdgeRock Capital
Colorado
$6.56M +$6.56M +135,765 New
NA
73
NewEdge Advisors
Louisiana
$6.52M +$486K +10,068 +8%
NP
74
Nilsine Partners
Colorado
$6.18M -$865K -17,893 -12%
AWS
75
Atria Wealth Solutions
New York
$6.08M -$63.2K -1,308 -1%