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

410 hedge funds and large institutions have $3.93B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 168 increasing their positions, 145 reducing their positions, and 27 closing their positions.

Holders
410
Holders Change
+24
Holders Change %
+6.22%
% of All Funds
5.46%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
62
Increased
168
Reduced
145
Closed
27
Calls
$195K
Puts
Net Calls
+$195K
Net Calls Change
+$195K
Name Market Value Shares Shares
Change
Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$5.64M 115,889 +76,441 +194%
BW
102
BostonPremier Wealth
Massachusetts
$5.6M 115,133 +115,133 New
MFG
103
Mainsail Financial Group
Washington
$5.54M 113,728 +7,753 +7%
TCM
104
Triumph Capital Management
Colorado
$5.19M 106,550 +65,024 +157%
ATPW
105
Ashton Thomas Private Wealth
Arizona
$5.18M 106,529 +29,111 +38%
FHC
106
First Heartland Consultants
Missouri
$5.08M 104,391 +104,391 New
SOS
107
Silver Oak Securities
Tennessee
$4.98M 102,370 +7,960 +8%
P
108
&Partners
Tennessee
$4.95M 101,842 +79,923 +365%
SIM
109
SSI Investment Management
California
$4.87M 100,106 -37,598 -27%
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$4.75M 97,600 -27,557 -22%
AWC
111
Adamsbrown Wealth Consultants
Kansas
$4.73M 97,257 +97,257 New
SCA
112
Snowden Capital Advisors
New York
$4.67M 95,917 +2,001 +2%
AFA
113
Alpha Financial Advisors
North Carolina
$4.6M 94,443 -50 -0.1%
MWAM
114
Manhattan West Asset Management
California
$4.56M 93,789 -26,507 -22%
MFG
115
Midwest Financial Group
Kansas
$4.48M 92,115 +658 +0.7%
JJBC
116
James J. Burns & Company
New York
$4.43M 91,025 +1,733 +2%
VWA
117
Visionary Wealth Advisors
Illinois
$4.41M 90,512 -24,896 -22%
BFM
118
Boston Financial Management
Massachusetts
$4.23M 86,876 +3,964 +5%
BBA
119
Braun-Bostich & Associates
Pennsylvania
$4.1M 84,257 +3,781 +5%
MIFH
120
Migdal Insurance & Financial Holdings
Israel
$4.01M 82,467 +1,098 +1%
WWP
121
WR Wealth Planners
Missouri
$3.89M 79,913 -13 -0%
BEI
122
Benjamin Edwards Inc
Missouri
$3.85M 79,064 +9,280 +13%
CFFP
123
Center for Financial Planning
Michigan
$3.76M 77,243 +77,243 New
MFS
124
Mattson Financial Services
Michigan
$3.74M 75,695 +75,695 New
PSCM
125
Per Stirling Capital Management
Texas
$3.71M 76,300 +11,912 +19%