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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
SPIA
101
Steward Partners Investment Advisory
New York
$5.64M +$3.73M +76,441 +194%
BW
102
BostonPremier Wealth
Massachusetts
$5.6M +$5.62M +115,133 New
MFG
103
Mainsail Financial Group
Washington
$5.54M +$379K +7,753 +7%
TCM
104
Triumph Capital Management
Colorado
$5.19M +$3.18M +65,024 +157%
ATPW
105
Ashton Thomas Private Wealth
Arizona
$5.18M +$1.42M +29,111 +38%
FHC
106
First Heartland Consultants
Missouri
$5.08M +$5.1M +104,391 New
SOS
107
Silver Oak Securities
Tennessee
$4.98M +$389K +7,960 +8%
P
108
&Partners
Tennessee
$4.95M +$3.9M +79,923 +365%
SIM
109
SSI Investment Management
California
$4.87M -$1.84M -37,598 -27%
JP Morgan Chase
110
JP Morgan Chase
New York
$4.75M -$1.35M -27,557 -22%
AWC
111
Adamsbrown Wealth Consultants
Kansas
$4.73M +$4.75M +97,257 New
SCA
112
Snowden Capital Advisors
New York
$4.67M +$97.7K +2,001 +2%
AFA
113
Alpha Financial Advisors
North Carolina
$4.6M -$2.44K -50 -0.1%
MWAM
114
Manhattan West Asset Management
California
$4.56M -$1.29M -26,507 -22%
MFG
115
Midwest Financial Group
Kansas
$4.48M +$32.1K +658 +0.7%
JJBC
116
James J. Burns & Company
New York
$4.43M +$84.7K +1,733 +2%
VWA
117
Visionary Wealth Advisors
Illinois
$4.41M -$1.22M -24,896 -22%
BFM
118
Boston Financial Management
Massachusetts
$4.23M +$194K +3,964 +5%
BBA
119
Braun-Bostich & Associates
Pennsylvania
$4.1M +$185K +3,781 +5%
MIFH
120
Migdal Insurance & Financial Holdings
Israel
$4.01M +$53.6K +1,098 +1%
WWP
121
WR Wealth Planners
Missouri
$3.89M -$635 -13 -0%
BEI
122
Benjamin Edwards Inc
Missouri
$3.85M +$453K +9,280 +13%
CFFP
123
Center for Financial Planning
Michigan
$3.76M +$3.77M +77,243 New
MFS
124
Mattson Financial Services
Michigan
$3.74M +$3.7M +75,695 New
PSCM
125
Per Stirling Capital Management
Texas
$3.71M +$582K +11,912 +19%