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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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$574M 11,947,939 -41,058 -0.3%
LPL Financial
2
LPL Financial
California
$367M 7,631,699 +550,017 +8%
Wells Fargo
3
Wells Fargo
California
$224M 4,657,621 -91,411 -2%
UBS Group
4
UBS Group
Switzerland
$174M 3,629,489 +118,403 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$120M 2,493,363 -12,698 -0.5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$96.7M 2,011,574 +10,854 +0.5%
Bank of America
7
Bank of America
North Carolina
$64.2M 1,336,580 -571,087 -30%
First Trust Advisors
8
First Trust Advisors
Illinois
$57.6M 1,198,511 +207,235 +21%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$46.3M 964,019 +15,450 +2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$45.2M 940,225 +140,132 +18%
Stifel Financial
11
Stifel Financial
Missouri
$41.7M 867,184 -110,312 -11%
BFG
12
Berger Financial Group
Minnesota
$40.9M 850,192 +23,327 +3%
RJA
13
Raymond James & Associates
Florida
$36.7M 763,874 +10,148 +1%
CIA
14
Concurrent Investment Advisors
Florida
$33.8M 704,129 +81,638 +13%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$33.6M 698,281 +78,879 +13%
CAG
16
Csenge Advisory Group
Florida
$33.5M 696,529 +11,278 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$32.7M 680,966 +56,528 +9%
Osaic Holdings
18
Osaic Holdings
Arizona
$30.4M 632,309 -65,029 -9%
BCM
19
Brookstone Capital Management
Illinois
$22.9M 471,136 +449,249 +2,053%
TC
20
Trilogy Capital
California
$22.4M 465,840 -5,170 -1%
PBF
21
Petix & Botte Financial
California
$21.7M 451,574 +224,111 +99%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$21.6M 449,695 -12,406 -3%
SI
23
Stephens Inc
Arkansas
$19M 394,791 -13,211 -3%
SFS
24
Searcy Financial Services
Kansas
$18.7M 389,900 +10,083 +3%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$18.3M 380,468 +29,593 +8%