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

376 hedge funds and large institutions have $3.63B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 110 increasing their positions, 190 reducing their positions, and 41 closing their positions.

Holders
376
Holders Change
+6
Holders Change %
+1.62%
% of All Funds
5.51%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.35%
New
50
Increased
110
Reduced
190
Closed
41
Calls
$271K
Puts
$329K
Net Calls
-$58K
Net Calls Change
-$422K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.19B 24,557,116 +12,169,578 +98%
LPL Financial
2
LPL Financial
California
$292M 6,045,937 -186,400 -3%
Wells Fargo
3
Wells Fargo
California
$213M 4,406,887 -228,381 -5%
UBS Group
4
UBS Group
Switzerland
$169M 3,498,247 -199,684 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$114M 2,361,568 +620,865 +36%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$101M 2,086,256 +206,876 +11%
Bank of America
7
Bank of America
North Carolina
$73.6M 1,523,414 -92,703 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$67.1M 1,389,185 -98,441 -7%
First Trust Advisors
9
First Trust Advisors
Illinois
$52.9M 1,094,917 -92,019 -8%
Osaic Holdings
10
Osaic Holdings
Arizona
$49.3M 1,019,217 -170,109 -14%
Stifel Financial
11
Stifel Financial
Missouri
$48.3M 1,000,186 -152,029 -13%
RJA
12
Raymond James & Associates
Florida
$38.6M 797,809 -134,620 -14%
CAG
13
Csenge Advisory Group
Florida
$30.8M 638,118 +21,841 +4%
FEG
14
Financial Enhancement Group
Indiana
$27.5M 568,483 +230,895 +68%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$27.2M 562,725 -148,942 -21%
BFG
16
Berger Financial Group
Minnesota
$25.9M 536,988 -5,403 -1%
AFA
17
American Financial Advisors
Georgia
$25.9M 535,882 -10,318 -2%
CIA
18
Concurrent Investment Advisors
Florida
$24.8M 512,284 +512,284 New
PBF
19
Petix & Botte Financial
California
$22.3M 462,110 +1,639 +0.4%
SI
20
Stephens Inc
Arkansas
$19.9M 411,375 +9,214 +2%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$19.9M 410,815 +76,178 +23%
SFS
22
Searcy Financial Services
Kansas
$19.6M 404,932 +3,277 +0.8%
HighTower Advisors
23
HighTower Advisors
Illinois
$19.1M 395,489 +8,673 +2%
IWA
24
Inspirion Wealth Advisors
Illinois
$19M 393,957 -5,569 -1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$18.7M 387,766 +58,656 +18%