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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$11.1M -$1.68M -35,021 -13%
RA
52
RiverTree Advisors
Florida
$11.1M -$128K -2,665 -1%
SFP
53
Sweet Financial Partners
Minnesota
$11M +$131K +2,717 +1%
DWM
54
Darwin Wealth Management
Florida
$10.7M -$326K -6,785 -3%
KPWS
55
Kestra Private Wealth Services
Texas
$10.5M -$251K -5,228 -2%
EE
56
EWG Elevate
California
$10.5M +$432K +8,995 +4%
PAG
57
Private Advisor Group
New Jersey
$10.4M -$3.67M -76,368 -26%
AWA
58
Aaron Wealth Advisors
Illinois
$10.3M -$99.9K -2,079 -1%
AP
59
Atwood & Palmer
Missouri
$10.1M +$1.68M +34,975 +20%
AAS
60
Avantax Advisory Services
Texas
$10M +$728K +15,147 +8%
WCFA
61
Walkner Condon Financial Advisors
Wisconsin
$9.81M +$1.4M +29,161 +17%
AAS
62
Ameritas Advisory Services
Nebraska
$9.68M -$422K -8,778 -4%
MMA
63
Miracle Mile Advisors
California
$9.57M +$489K +10,178 +5%
KWM
64
Kingsview Wealth Management
Oregon
$9.13M +$2.07K +43 +0%
MML Investors Services
65
MML Investors Services
Massachusetts
$8.96M +$343K +7,129 +4%
Comerica Bank
66
Comerica Bank
Texas
$8.36M +$124K +2,572 +2%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$8.26M -$270K -5,625 -3%
Focus Partners Wealth
68
Focus Partners Wealth
Massachusetts
$8.25M +$8.25M +171,763 New
PP
69
PFS Partners
New Jersey
$8.09M +$57.4K +1,195 +0.7%
MAG
70
MRA Advisory Group
New Jersey
$7.88M +$7.17M +149,117 +997%
SPC
71
Sigma Planning Corp
Michigan
$7.88M -$237K -4,924 -3%
AssetMark Inc
72
AssetMark Inc
California
$7.8M +$1.2M +24,918 +18%
SWP
73
Stratos Wealth Partners
Ohio
$7.36M +$244K +5,078 +3%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$7.34M +$7.34M +152,690 New
LA
75
LexAurum Advisors
Kansas
$7.17M +$494K +10,287 +7%