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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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$578M 11,988,997 -12,568,119 -51%
LPL Financial
2
LPL Financial
California
$342M 7,081,682 +1,035,745 +17%
Wells Fargo
3
Wells Fargo
California
$229M 4,749,032 +342,145 +8%
UBS Group
4
UBS Group
Switzerland
$169M 3,511,086 +12,839 +0.4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$121M 2,506,061 +144,493 +6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$96.5M 2,000,720 -85,536 -4%
Bank of America
7
Bank of America
North Carolina
$92M 1,907,667 +384,253 +25%
First Trust Advisors
8
First Trust Advisors
Illinois
$47.8M 991,276 -103,641 -9%
Stifel Financial
9
Stifel Financial
Missouri
$47.2M 977,496 -22,690 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$45.8M 948,569 -440,616 -32%
BFG
11
Berger Financial Group
Minnesota
$39.9M 826,865 +289,877 +54%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$38.6M 800,093 +427,232 +115%
RJA
13
Raymond James & Associates
Florida
$36.4M 753,726 -44,083 -6%
Osaic Holdings
14
Osaic Holdings
Arizona
$33.7M 697,338 -321,879 -32%
CAG
15
Csenge Advisory Group
Florida
$33.1M 685,251 +47,133 +7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$30.1M 624,438 +61,713 +11%
CIA
17
Concurrent Investment Advisors
Florida
$30M 622,491 +110,207 +22%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$29.9M 619,402 +208,587 +51%
GAA
19
Global Assets Advisory
Florida
$26.9M 1,290,892 +1,263,932 +4,688%
AFA
20
American Financial Advisors
Georgia
$25.9M 536,879 +997 +0.2%
TC
21
Trilogy Capital
California
$22.7M 471,010 +450,479 +2,194%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$22.3M 462,101 +74,335 +19%
Renaissance Technologies
23
Renaissance Technologies
New York
$21.8M 451,400 +148,731 +49%
SWM
24
Spire Wealth Management
Virginia
$21.2M 439
SI
25
Stephens Inc
Arkansas
$19.7M 408,002 -3,373 -0.8%