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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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$605M 12,236,493 +288,554 +2%
LPL Financial
2
LPL Financial
California
$423M 8,560,709 +929,010 +12%
Wells Fargo
3
Wells Fargo
California
$233M 4,721,133 +63,512 +1%
UBS Group
4
UBS Group
Switzerland
$201M 4,064,484 +434,995 +12%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$133M 2,688,626 +195,263 +8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$85.9M 1,738,920 -272,654 -14%
Bank of America
7
Bank of America
North Carolina
$67.3M 1,361,451 +24,871 +2%
First Trust Advisors
8
First Trust Advisors
Illinois
$51.8M 1,049,063 -149,448 -12%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$48.7M 984,682 +44,457 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$48.1M 974,327 +10,308 +1%
BFG
11
Berger Financial Group
Minnesota
$42.4M 857,317 +7,125 +0.8%
RJA
12
Raymond James & Associates
Florida
$40M 809,835 +45,961 +6%
CIA
13
Concurrent Investment Advisors
Florida
$37.2M 753,068 +48,939 +7%
GI
14
Gradient Investments
Minnesota
$35.9M 726,399 +720,034 +11,312%
CAG
15
Csenge Advisory Group
Florida
$34.6M 704,891 +8,362 +1%
CCA
16
Clearwater Capital Advisors
Illinois
$32.4M 655,267 +655,267 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$31M 628,005 -52,961 -8%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$30.8M 623,166 -75,115 -11%
Stifel Financial
19
Stifel Financial
Missouri
$29.9M 604,729 -262,455 -30%
Osaic Holdings
20
Osaic Holdings
Arizona
$28.8M 583,568 -48,741 -8%
TC
21
Trilogy Capital
California
$24.2M 488,969 +23,129 +5%
BCM
22
Brookstone Capital Management
Illinois
$23.3M 472,500 +1,364 +0.3%
PBF
23
Petix & Botte Financial
California
$22.6M 458,366 +6,792 +2%
PFS
24
Prospera Financial Services
Texas
$22.6M 456,916 +111,451 +32%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$22.4M 454,034 +4,339 +1%