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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 %
CA
176
Continuum Advisory
Idaho
$1.12M +$285K +5,925 +34%
PTC
177
Private Trust Company
Ohio
$1.12M -$40.6K -842 -3%
AC
178
Avestar Capital
New York
$1.11M +$713K +14,784 +179%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$1.09M +$862K +17,877 +384%
IAIM
180
International Assets Investment Management
Florida
$1.09M -$164K -3,412 -13%
EFS
181
Econ Financial Services
Pennsylvania
$1.07M +$1.07M +22,195 New
HIS
182
Harvest Investment Services
Illinois
$1.06M +$137K +2,829 +15%
BRWA
183
B. Riley Wealth Advisors
Florida
$1.06M +$202K +4,275 +23%
MWM
184
Mattern Wealth Management
Kansas
$1.06M +$5.36K +111 +0.5%
BCM
185
Brookstone Capital Management
Illinois
$1.06M -$208K -4,311 -16%
TCM
186
Triumph Capital Management
Colorado
$1.05M -$640K -13,321 -38%
WE
187
Wealth Effects
Massachusetts
$1.03M -$180K -3,738 -15%
SPIA
188
Steward Partners Investment Advisory
New York
$1.02M -$163K -3,378 -14%
EH
189
Equitable Holdings
New York
$1.02M +$275K +5,693 +37%
AWM
190
Apollon Wealth Management
South Carolina
$1.01M +$181K +3,741 +22%
CWM
191
Concentrum Wealth Management
California
$999K
MI
192
Moneywise Inc
Virginia
$981K -$298K -6,181 -23%
AFM
193
Abbot Financial Management
Massachusetts
$966K +$52K +1,077 +6%
VAS
194
Vestmark Advisory Solutions
Massachusetts
$948K +$948K +19,657 New
FHA
195
First Horizon Advisors
Tennessee
$943K -$8.49K -176 -0.9%
NS
196
NBC Securities
Alabama
$938K -$7.86K -163 -0.8%
NCM
197
Narwhal Capital Management
Georgia
$912K +$195K +4,033 +27%
JWM
198
JPL Wealth Management
Colorado
$902K +$21.8K +452 +2%
CAP
199
Columbia Advisory Partners
Washington
$900K +$900K +18,654 New
GWP
200
Gateway Wealth Partners
Wisconsin
$881K -$41.3K -855 -4%