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 %
CAS
201
Coppell Advisory Solutions
Texas
$1.01M +$151K +3,058 +17%
AWM
202
Axxcess Wealth Management
California
$999K +$57.1K +1,155 +6%
MW
203
Maia Wealth
Colorado
$967K +$483K +9,901 +100%
CICC
204
Capital Investment Counsel (Colorado)
Colorado
$939K -$684K -13,834 -42%
AC
205
Avestar Capital
New York
$936K -$133K -2,690 -12%
GWSG
206
GPS Wealth Strategies Group
Colorado
$921K +$676K +13,741 +277%
JWCA
207
J.W. Cole Advisors
Florida
$860K +$82.1K +1,661 +11%
NS
208
NBC Securities
Alabama
$853K -$8.35K -169 -1%
FMTC
209
Farmers & Merchants Trust Company
California
$841K +$6.97K +141 +0.8%
SWM
210
Stockman Wealth Management
Montana
$835K
HH
211
Hilltop Holdings
Texas
$832K +$832K +16,841 New
VBFG
212
Vishria Bird Financial Group
Tennessee
$809K -$21.2K -430 -3%
TW
213
Towerpoint Wealth
California
$801K -$29.7K -602 -4%
TSWM
214
Tyler-Stone Wealth Management
Ohio
$799K +$421K +8,521 +111%
FFA
215
Farther Finance Advisors
California
$780K +$12.2K +246 +2%
6F
216
626 Financial
Michigan
$773K -$72K -1,458 -9%
WE
217
Wealth Effects
Massachusetts
$767K -$247K -5,000 -24%
PW
218
Paladin Wealth
Minnesota
$763K +$763K +15,450 New
AAP
219
Arax Advisory Partners
Colorado
$759K -$583K -11,805 -43%
HFP
220
Holistic Financial Partners
Indiana
$737K +$20.7K +419 +3%
PS
221
Principal Securities
Iowa
$732K +$170K +3,432 +30%
BA
222
Ballew Advisors
Mississippi
$732K -$13.8K -281 -2%
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
$708K -$6.84M -138,365 -91%
GIA
224
Gladstone Institutional Advisory
Florida
$675K -$72.3K -1,463 -10%
1W
225
1776 Wealth
Georgia
$670K