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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 %
IA
201
IFG Advisory
Georgia
$839K +$236K +4,909 +39%
NS
202
NBC Securities
Alabama
$837K -$96.5K -2,011 -10%
6F
203
626 Financial
Michigan
$822K -$29K -604 -3%
SWM
204
Stockman Wealth Management
Montana
$812K
FMTC
205
Farmers & Merchants Trust Company
California
$811K +$283K +5,891 +54%
VBFG
206
Vishria Bird Financial Group
Tennessee
$808K
TW
207
Towerpoint Wealth
California
$808K -$14.1K -293 -2%
BAM
208
Bellevue Asset Management
Washington
$793K -$53.8K -1,119 -6%
OIA
209
OneDigital Investment Advisors
Kansas
$787K +$442K +9,198 +128%
WI
210
Wintrust Investments
Illinois
$785K +$47.6K +992 +6%
HIS
211
Harvest Investment Services
Illinois
$759K -$300K -6,251 -28%
JWCA
212
J.W. Cole Advisors
Florida
$757K -$10.5K -218 -1%
MI
213
Moneywise Inc
Virginia
$755K -$222K -4,611 -23%
FFA
214
Farther Finance Advisors
California
$745K +$651K +13,569 +692%
BA
215
Ballew Advisors
Mississippi
$739K -$28.9K -595 -4%
GIA
216
Gladstone Institutional Advisory
Florida
$726K -$36.8K -765 -5%
HFP
217
Holistic Financial Partners
Indiana
$697K -$67.4K -1,402 -9%
IWM
218
IHT Wealth Management
Illinois
$685K -$39K -812 -5%
MA
219
Mutual Advisors
Nebraska
$677K +$49.2K +1,012 +8%
1W
220
1776 Wealth
Georgia
$651K
BPA
221
Beacon Pointe Advisors
California
$645K -$145K -3,020 -18%
BRWA
222
B. Riley Wealth Advisors
Florida
$643K -$438K -9,116 -41%
RA
223
RFG Advisory
Alabama
$632K -$109K -2,259 -15%
RJT
224
Raymond James Trust
Florida
$627K
SIG
225
Sargent Investment Group
Maryland
$622K +$135K +2,800 +28%