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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
VCM
126
Vivaldi Capital Management
Illinois
$3.71M -$17.1K -351 -0.5%
SA
127
Sanctuary Advisors
Indiana
$3.47M -$285K -5,833 -8%
MCM
128
MAI Capital Management
Ohio
$3.32M +$3.33M +68,174 New
Ameriprise
129
Ameriprise
Minnesota
$3.28M +$2.97M +60,780 +909%
KWS
130
Keystone Wealth Services
California
$3.27M +$220K +4,509 +7%
PSFG
131
Park Square Financial Group
Georgia
$3.21M +$3.22M +65,925 New
ACM
132
Anfield Capital Management
California
$3.18M -$129K -2,640 -4%
FAIM
133
Financial Advocates Investment Management
Washington
$3.1M -$2.27M -46,378 -42%
DWMS
134
Dominguez Wealth Management Solutions
Virginia
$3.04M +$9.13K +187 +0.3%
OC
135
Oppenheimer & Co
New York
$2.82M +$955K +19,560 +51%
AWM
136
AE Wealth Management
Kansas
$2.8M -$565K -11,560 -17%
FF
137
Friedenthal Financial
New Jersey
$2.79M -$4.27M -87,418 -60%
ASN
138
Advisory Services Network
Georgia
$2.79M -$567K -11,603 -17%
AWM
139
Apollon Wealth Management
South Carolina
$2.78M +$1.38M +28,233 +98%
IWM
140
Iams Wealth Management
Nebraska
$2.77M +$244K +5,005 +10%
TGAM
141
TBH Global Asset Management
Tennessee
$2.76M -$122K -2,506 -4%
CF
142
Claris Financial
Virginia
$2.75M +$2.76M +56,573 New
FPWM
143
FSB Premier Wealth Management
Iowa
$2.71M +$452K +9,251 +20%
DC
144
Davenport & Co
Virginia
$2.55M +$69.7K +1,427 +3%
MA
145
Mutual Advisors
Nebraska
$2.54M +$610K +12,495 +31%
SFO
146
Stenger Family Office
Illinois
$2.52M +$2.53M +51,719 New
USCWA
147
U.S. Capital Wealth Advisors
Texas
$2.47M +$2.2M +45,129 +815%
DWP
148
Destiny Wealth Partners
Florida
$2.46M +$141K +2,885 +6%
NW
149
NewEdge Wealth
Pennsylvania
$2.35M -$214K -4,380 -8%
BCI
150
Brinker Capital Investments
Pennsylvania
$2.35M +$53.6K +1,097 +2%