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

372 hedge funds and large institutions have $3.17B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 143 increasing their positions, 159 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
-4
Holders Change %
-1.06%
% of All Funds
5.39%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.3%
New
34
Increased
143
Reduced
159
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PVI
126
Pine Valley Investments
New Jersey
$2.33M +$380K +7,876 +20%
ECA
127
Elevated Capital Advisors
Utah
$2.33M +$79.3K +1,644 +4%
PAS
128
Park Avenue Securities
New York
$2.24M -$668K -13,834 -23%
FHB
129
First Hawaiian Bank
Hawaii
$2.19M
JJBC
130
James J. Burns & Company
New York
$2.13M -$1.58M -32,851 -43%
OC
131
Oppenheimer & Co
New York
$2.12M -$1.72M -35,574 -45%
SAM
132
SignalPoint Asset Management
Missouri
$2.09M -$576K -11,944 -22%
Mariner
133
Mariner
Kansas
$1.99M -$169K -3,496 -8%
FIA
134
Foundations Investment Advisors
Arizona
$1.95M -$741K -15,353 -28%
CHC
135
City Holding Co
West Virginia
$1.93M -$35.7K -740 -2%
CAL
136
Capital Analysts LLC
Pennsylvania
$1.92M +$38K +788 +2%
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$1.9M -$30.6K -634 -2%
CPIA
138
Cornell Pochily Investment Advisors
New York
$1.85M -$22.6K -469 -1%
ATPW
139
Ashton Thomas Private Wealth
Arizona
$1.85M +$675 +14 +0%
BWA
140
BlueChip Wealth Advisors
Georgia
$1.84M -$166K -3,437 -8%
KOMWMG
141
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.84M +$1.84M +38,039 New
CCG
142
Cypress Capital Group
Florida
$1.83M -$324K -6,716 -15%
IW
143
Imprint Wealth
South Carolina
$1.82M +$5.91K +123 +0.3%
CICC
144
Capital Investment Counsel (Colorado)
Colorado
$1.81M +$563K +11,677 +45%
CFGS
145
Concourse Financial Group Securities
Alabama
$1.79M +$1.23M +25,577 +222%
HGERS
146
Householder Group Estate & Retirement Specialist
Arizona
$1.78M +$57.9K +1,199 +3%
AC
147
AIFG Consultants
New York
$1.76M -$1.02M -21,220 -37%
VF
148
VitalStone Financial
Texas
$1.75M +$333K +6,909 +23%
FPWM
149
FSB Premier Wealth Management
Iowa
$1.75M -$72.9K -1,510 -4%
AAP
150
Arax Advisory Partners
Colorado
$1.74M -$41K -849 -2%