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

384 hedge funds and large institutions have $3.15B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 160 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+12
Holders Change %
+3.23%
% of All Funds
5.59%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
45
Increased
146
Reduced
160
Closed
24
Calls
$10K
Puts
$125K
Net Calls
-$115K
Net Calls Change
-$115K
Name Holding Trade Value Shares
Change
Shares
Change %
PG
176
Patten Group
Tennessee
$1.21M +$49.3K +1,027 +4%
CAP
177
Columbia Advisory Partners
Washington
$1.2M +$307K +6,398 +34%
PIA
178
Perennial Investment Advisors
California
$1.2M -$22.7K -473 -2%
CCG
179
Cypress Capital Group
Florida
$1.2M -$620K -12,905 -34%
MWM
180
Meridian Wealth Management
Kentucky
$1.17M +$1.17M +24,397 New
C
181
CEDRUS
Colorado
$1.17M -$50.2K -1,045 -4%
AF
182
Allworth Financial
California
$1.13M -$195K -4,007 -15%
CA
183
Continuum Advisory
Idaho
$1.12M -$4.9K -102 -0.4%
EFS
184
Econ Financial Services
Pennsylvania
$1.08M +$15.9K +330 +1%
AC
185
Avestar Capital
New York
$1.04M -$69K -1,435 -6%
TCM
186
Triumph Capital Management
Colorado
$1.02M -$30.4K -633 -3%
PWM
187
Perigon Wealth Management
California
$1.01M +$1.01M +20,965 New
CWM
188
Concentrum Wealth Management
California
$995K
WE
189
Wealth Effects
Massachusetts
$986K -$43.8K -912 -4%
Wealth Enhancement Advisory Services
190
Wealth Enhancement Advisory Services
Minnesota
$984K -$154K -3,205 -14%
SAM
191
SignalPoint Asset Management
Missouri
$984K -$1.1M -22,878 -53%
AI
192
Atria Investments
North Carolina
$965K -$1.37M -28,479 -59%
AFM
193
Abbot Financial Management
Massachusetts
$944K -$17.6K -367 -2%
IAIM
194
International Assets Investment Management
Florida
$939K -$148K -3,081 -14%
GWP
195
Gateway Wealth Partners
Wisconsin
$934K +$56.7K +1,181 +6%
AWM
196
Axxcess Wealth Management
California
$916K +$144K +3,000 +19%
CB
197
Commerce Bank
Missouri
$893K +$893K +18,585 New
Creative Planning
198
Creative Planning
Kansas
$877K -$321K -6,683 -27%
SIM
199
Stratos Investment Management
Ohio
$860K +$286K +5,959 +50%
CAS
200
Coppell Advisory Solutions
Texas
$840K +$840K +17,488 New