LMBS icon

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

386 hedge funds and large institutions have $3.47B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 182 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.58%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.41%
New
32
Increased
182
Reduced
135
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GAA
176
Global Assets Advisory
Florida
$1.33M +$1.33M +26,785 New
PTC
177
Private Trust Company
Ohio
$1.32M -$50.1K -1,014 -4%
IAN
178
Integrated Advisors Network
Texas
$1.28M -$34.2K -693 -3%
PCG
179
Prosperity Consulting Group
Maryland
$1.27M +$1.27M +25,722 New
TWM
180
TCFG Wealth Management
California
$1.27M +$1.27M +25,697 New
BC
181
Barrett & Company
Rhode Island
$1.26M -$25.6K -518 -2%
TB
182
Treynor Bancshares
Iowa
$1.25M -$1.91M -38,607 -60%
CAP
183
Columbia Advisory Partners
Washington
$1.24M +$6.18K +125 +0.5%
VF
184
VitalStone Financial
Texas
$1.2M -$274K -5,541 -19%
CWP
185
Core Wealth Partners
California
$1.19M +$739K +14,963 +163%
EH
186
Equitable Holdings
New York
$1.16M -$211K -4,273 -15%
PIA
187
Perennial Investment Advisors
California
$1.15M -$84.1K -1,703 -7%
OIA
188
OneDigital Investment Advisors
Kansas
$1.14M +$327K +6,612 +40%
EFS
189
Econ Financial Services
Pennsylvania
$1.13M +$19K +384 +2%
PWM
190
Perigon Wealth Management
California
$1.13M +$94.4K +1,910 +9%
GPW
191
Gentry Private Wealth
Kansas
$1.11M -$207K -4,199 -16%
SF
192
Summit Financial
New Jersey
$1.1M +$1.1M +22,295 New
P
193
&Partners
Tennessee
$1.08M +$679K +13,750 +168%
WA
194
Win Advisors
Florida
$1.07M -$10.8M -218,096 -91%
AFM
195
Abbot Financial Management
Massachusetts
$1.07M +$101K +2,037 +10%
Mariner
196
Mariner
Kansas
$1.05M -$1.05M -21,297 -50%
MWM
197
Meridian Wealth Management
Kentucky
$1.03M -$172K -3,490 -14%
CWM
198
Concentrum Wealth Management
California
$1.02M
GWP
199
Gateway Wealth Partners
Wisconsin
$1.02M +$61.9K +1,252 +6%
AF
200
Allworth Financial
California
$1.02M -$121K -2,457 -11%