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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 %
JPMorgan Chase & Co
201
JPMorgan Chase & Co
New York
$865K -$1.67M -34,579 -66%
RIS
202
Retirement Income Solutions
Michigan
$856K -$8.54K -177 -1%
6F
203
626 Financial
Michigan
$855K -$157K -3,247 -15%
BAM
204
Bellevue Asset Management
Washington
$849K -$4.99M -103,509 -85%
OMC
205
Old Mission Capital
Illinois
$830K +$830K +17,200 New
LAS
206
Lloyd Advisory Services
Georgia
$829K +$829K +20,273 New
TW
207
Towerpoint Wealth
California
$825K -$5.5K -114 -0.7%
SWM
208
Stockman Wealth Management
Montana
$816K -$298K -6,178 -27%
VBFG
209
Vishria Bird Financial Group
Tennessee
$811K
BPA
210
Beacon Pointe Advisors
California
$794K -$152K -3,160 -16%
AWM
211
Axxcess Wealth Management
California
$775K +$25.1K +521 +3%
JWCA
212
J.W. Cole Advisors
Florida
$770K -$18.8K -389 -2%
AFP
213
Ausdal Financial Partners
Iowa
$768K +$192K +3,988 +33%
HFP
214
Holistic Financial Partners
Indiana
$767K +$9.65K +200 +1%
GIA
215
Gladstone Institutional Advisory
Florida
$766K -$21.9K -454 -3%
GRP
216
Global Retirement Partners
California
$762K -$290K -6,010 -28%
BA
217
Ballew Advisors
Mississippi
$754K +$2.77K +58 +0.4%
RA
218
RFG Advisory
Alabama
$744K -$466K -9,655 -39%
WI
219
Wintrust Investments
Illinois
$741K +$47.1K +975 +7%
CASC
220
Coppell Advisory Solutions Corp
Texas
$735K +$735K +15,226 New
IWM
221
IHT Wealth Management
Illinois
$727K +$4.29K +89 +0.6%
MAG
222
MRA Advisory Group
New Jersey
$721K +$216K +4,472 +43%
IGWM
223
ICA Group Wealth Management
Colorado
$702K +$175K +3,632 +33%
Mercer Global Advisors
224
Mercer Global Advisors
Colorado
$695K -$224K -4,642 -24%
BFG
225
Beacon Financial Group
Texas
$694K -$1.26M -26,057 -64%