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

413 hedge funds and large institutions have $3.94B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 169 increasing their positions, 146 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 27

16% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 146

14% more funds holding in top 10

Funds holding in top 10: 2832 (+4)

13% more capital invested

Capital invested by funds: $3.47B → $3.94B (+$464M)

7% more funds holding

Funds holding: 387413 (+26)

0.7% more ownership

Funds ownership: 76.7%77.41% (+0.7%)

Holders
413
Holders Change
+26
Holders Change %
+6.72%
% of All Funds
5.44%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.42%
New
63
Increased
169
Reduced
146
Closed
27
Calls
$195K
Puts
Net Calls
+$195K
Net Calls Change
+$195K
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
201
Core Wealth Partners
California
$1.25M +$80.4K +1,645 +7%
BC
202
Barrett & Company
Rhode Island
$1.23M -$8.74K -179 -0.7%
PTC
203
Private Trust Company
Ohio
$1.23M -$64.7K -1,324 -5%
OIA
204
OneDigital Investment Advisors
Kansas
$1.22M +$106K +2,162 +9%
EH
205
Equitable Holdings
New York
$1.13M -$13.7K -281 -1%
CWA
206
Centennial Wealth Advisory
Michigan
$1.13M +$673K +13,784 +147%
IA
207
IFG Advisory
Georgia
$1.12M -$398K -8,148 -26%
HA
208
Helium Advisors
Washington
$1.1M +$1.11M +22,703 New
IFG
209
Independent Financial Group
California
$1.1M +$40.8K +836 +4%
GPW
210
Gentry Private Wealth
Kansas
$1.07M -$17.7K -363 -2%
AWM
211
Axxcess Wealth Management
California
$1.06M +$74.9K +1,534 +8%
CCG
212
Cypress Capital Group
Florida
$1.04M -$272K -5,561 -21%
TSWM
213
Tyler-Stone Wealth Management
Ohio
$1.03M +$248K +5,082 +31%
AF
214
Allworth Financial
California
$1.01M +$2.1K +43 +0.2%
IAN
215
Integrated Advisors Network
Texas
$1M -$256K -5,246 -20%
GWP
216
Gateway Wealth Partners
Wisconsin
$981K -$25.8K -529 -3%
GWSG
217
GPS Wealth Strategies Group
Colorado
$949K +$38.9K +797 +4%
PS
218
Principal Securities
Iowa
$910K +$189K +3,875 +26%
OMC
219
Old Mission Capital
Illinois
$907K +$910K +18,633 New
JWCA
220
J.W. Cole Advisors
Florida
$873K +$25.8K +529 +3%
IWA
221
Integrity Wealth Advisors
California
$864K +$867K +17,747 New
FMTC
222
Farmers & Merchants Trust Company
California
$863K +$35.4K +724 +4%
HH
223
Hilltop Holdings
Texas
$844K +$24.9K +510 +3%
FFA
224
Farther Finance Advisors
California
$843K +$75.6K +1,548 +10%
AC
225
Avestar Capital
New York
$837K -$84.9K -1,738 -9%