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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
IWC
51
Integrated Wealth Concepts
Massachusetts
$13.1M +$677K +13,864 +5%
NA
52
NewEdge Advisors
Louisiana
$13.1M +$134K +2,751 +1%
Truist Financial
53
Truist Financial
North Carolina
$12.7M +$107K +2,200 +0.9%
TC
54
TAP Consulting
Missouri
$12.4M -$174K -3,555 -1%
AWA
55
Aaron Wealth Advisors
Illinois
$12.3M -$768K -15,730 -6%
FIA
56
Foundations Investment Advisors
Arizona
$12.3M +$434K +8,890 +4%
WFS
57
Weitzel Financial Services
Iowa
$12.3M +$164K +3,354 +1%
FEG
58
Financial Enhancement Group
Indiana
$12.2M -$9.3M -190,285 -43%
Mariner
59
Mariner
Kansas
$12M +$11.1M +226,335 +1,068%
FPW
60
Fairvoy Private Wealth
Alabama
$11.8M +$11.8M +241,984 New
KWM
61
Kingsview Wealth Management
Oregon
$11.1M -$1.3M -26,614 -10%
EE
62
EWG Elevate
California
$11.1M -$6.34M -129,824 -36%
Renaissance Technologies
63
Renaissance Technologies
New York
$11.1M +$3.54M +72,500 +47%
RA
64
RiverTree Advisors
Florida
$11M -$196K -4,019 -2%
LRWA
65
Long Run Wealth Advisors
New York
$11M +$252K +5,150 +2%
PP
66
PFS Partners
New Jersey
$10.3M +$1.91M +39,035 +22%
FIBT
67
First International Bank & Trust
North Dakota
$10.3M +$760K +15,551 +8%
AAS
68
Ameritas Advisory Services
Nebraska
$10.1M -$422K -8,647 -4%
MAG
69
MRA Advisory Group
New Jersey
$9.79M +$301K +6,159 +3%
AssetMark Inc
70
AssetMark Inc
California
$9.74M +$537K +10,998 +6%
KAS
71
Kestra Advisory Services
Texas
$9.32M -$51K -1,044 -0.5%
MML Investors Services
72
MML Investors Services
Massachusetts
$9.3M +$507K +10,384 +6%
DWM
73
Darwin Wealth Management
Florida
$9.17M -$1.38M -28,161 -13%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$9.01M +$553K +11,321 +7%
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$8.96M +$21.6K +443 +0.2%