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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 %
TFP
151
Traction Financial Partners
Wyoming
$1.67M +$148K +3,085 +10%
TC
152
TownSquare Capital
Utah
$1.67M +$1.67M +34,560 New
IFS
153
Ifrah Financial Services
Arkansas
$1.64M +$63.4K +1,315 +4%
OPS
154
Orion Portfolio Solutions
Nebraska
$1.62M +$452K +9,372 +39%
BCI
155
Brinker Capital Investments
Pennsylvania
$1.62M +$452K +9,372 +39%
BIA
156
Bigelow Investment Advisors
Maine
$1.52M +$30.2K +625 +2%
KFP
157
KMG Fiduciary Partners
Ohio
$1.52M +$497K +10,293 +49%
CA
158
CoreCap Advisors
Michigan
$1.51M +$170K +3,514 +13%
LWM
159
Laidlaw Wealth Management
New York
$1.51M +$168K +3,483 +13%
BCM
160
BlueCrest Capital Management
Jersey
$1.48M -$2.85K -59 -0.2%
EWM
161
Endowment Wealth Management
Wisconsin
$1.47M +$73.7K +1,528 +5%
CFS
162
Commonwealth Financial Services
West Virginia
$1.45M
CF
163
Centaurus Financial
California
$1.44M +$1.44M +29,931 New
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$1.41M +$1.4M +28,958 +11,446%
CPIG
165
Chicago Partners Investment Group
Illinois
$1.36M -$280K -5,881 -17%
NFG
166
Nations Financial Group
Iowa
$1.35M +$9.41K +195 +0.7%
IAN
167
Integrated Advisors Network
Texas
$1.31M -$42.4K -879 -3%
AF
168
Allworth Financial
California
$1.31M -$170K -3,525 -11%
BC
169
Barrett & Company
Rhode Island
$1.26M -$34.6K -717 -3%
PIA
170
Perennial Investment Advisors
California
$1.23M -$56.2K -1,165 -4%
C
171
CEDRUS
Colorado
$1.22M -$579 -12 -0%
Creative Planning
172
Creative Planning
Kansas
$1.2M -$97.7K -2,024 -8%
PG
173
Patten Group
Tennessee
$1.17M +$258K +5,353 +28%
RWPA
174
Richard W. Paul & Associates
Michigan
$1.17M +$119K +2,467 +11%
Wealth Enhancement Advisory Services
175
Wealth Enhancement Advisory Services
Minnesota
$1.14M -$130K -2,696 -10%