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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
Morgan Stanley
1
Morgan Stanley
New York
$587M -$8.13M -166,382 -1%
LPL Financial
2
LPL Financial
California
$451M +$34.6M +708,645 +8%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$310M -$4.54K -93 -1%
Wells Fargo
4
Wells Fargo
California
$236M +$6.46M +132,154 +3%
UBS Group
5
UBS Group
Switzerland
$202M +$4.35M +89,088 +2%
Raymond James Financial
6
Raymond James Financial
Florida
$149M +$150M +3,066,856 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$133M +$2.46M +50,352 +2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$83.9M +$36.1M +739,519 +75%
Bank of America
9
Bank of America
North Carolina
$60.8M -$5.49M -112,405 -8%
First Trust Advisors
10
First Trust Advisors
Illinois
$51.3M +$266K +5,451 +0.5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$47.1M -$286K -5,853 -0.6%
BFG
12
Berger Financial Group
Minnesota
$42.9M +$1.19M +24,274 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$40.1M +$9.52M +194,923 +31%
CCA
14
Clearwater Capital Advisors
Illinois
$35.2M +$3.36M +68,712 +10%
CIA
15
Concurrent Investment Advisors
Florida
$34.3M -$2.32M -47,569 -6%
CAG
16
Csenge Advisory Group
Florida
$34.3M +$4.1K +84 +0%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$34.2M +$3.87M +79,298 +13%
Stifel Financial
18
Stifel Financial
Missouri
$29.2M -$194K -3,966 -0.7%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$24.9M +$6.01M +123,063 +32%
PFS
20
Prospera Financial Services
Texas
$23.9M +$1.63M +33,462 +7%
TC
21
Trilogy Capital
California
$23.7M -$88.3K -1,807 -0.4%
Osaic Holdings
22
Osaic Holdings
Arizona
$23.3M -$5.14M -105,312 -18%
BCM
23
Brookstone Capital Management
Illinois
$22.6M -$350K -7,156 -2%
HIS
24
Harvest Investment Services
Illinois
$22.2M +$679K +13,900 +3%
PAG
25
Private Advisor Group
New Jersey
$22.1M +$10.8M +221,157 +95%