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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
OPS
151
Orion Portfolio Solutions
Nebraska
$2.35M +$53.6K +1,097 +2%
AC
152
AIFG Consultants
New York
$2.34M +$855K +17,497 +57%
PAS
153
Park Avenue Securities
New York
$2.31M +$274K +5,603 +13%
LWM
154
Laidlaw Wealth Management
New York
$2.31M +$615K +12,586 +36%
HGERS
155
Householder Group Estate & Retirement Specialist
Arizona
$2.3M +$604K +12,359 +35%
CA
156
Continuum Advisory
Idaho
$2.25M +$511K +10,463 +29%
KFP
157
KMG Fiduciary Partners
Ohio
$2.21M +$180K +3,689 +9%
RCAG
158
Rehmann Capital Advisory Group
Michigan
$2.19M +$218K +4,464 +11%
CA
159
CoreCap Advisors
Michigan
$2.13M +$122K +2,497 +6%
PVI
160
Pine Valley Investments
New Jersey
$2.11M -$87K -1,782 -4%
KOMWMG
161
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.09M +$4.45K +91 +0.2%
CCA
162
Cottonwood Capital Advisors
Utah
$2.09M -$95.7K -1,959 -4%
IWM
163
IHT Wealth Management
Illinois
$2.08M +$1.43M +29,370 +221%
WAP
164
Wealthcare Advisory Partners
Pennsylvania
$2.03M -$32.2K -660 -2%
Bank of New York Mellon
165
Bank of New York Mellon
New York
$2.02M -$351K -7,180 -15%
CHC
166
City Holding Co
West Virginia
$2.01M +$40.9K +838 +2%
BIA
167
Bigelow Investment Advisors
Maine
$2M +$201K +4,108 +11%
EWM
168
Endowment Wealth Management
Wisconsin
$1.97M +$298K +6,097 +18%
PCIA
169
Prime Capital Investment Advisors
Kansas
$1.96M -$215K -4,408 -10%
SWTS
170
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.96M +$1.97M +40,294 New
WS
171
Wedbush Securities
California
$1.91M -$275K -5,626 -13%
UCFA
172
United Capital Financial Advisors
Texas
$1.88M -$197K -4,042 -9%
MW
173
Maia Wealth
Colorado
$1.83M +$869K +17,786 +90%
IFS
174
Ifrah Financial Services
Arkansas
$1.78M +$26.4K +541 +2%
TFP
175
Traction Financial Partners
Wyoming
$1.77M +$87.1K +1,784 +5%