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

406 hedge funds and large institutions have $3.95B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 154 increasing their positions, 175 reducing their positions, and 23 closing their positions.

Holders
406
Holders Change
+9
Holders Change %
+2.27%
% of All Funds
5.45%
Holding in Top 10
27
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20.59%
% of All Funds
0.36%
New
35
Increased
154
Reduced
175
Closed
23
Calls
$330K
Puts
Net Calls
+$330K
Net Calls Change
+$84K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$662M 13,443,257 +553,636 +4%
LPL Financial
2
LPL Financial
California
$519M 10,542,980 +1,293,285 +14%
Wells Fargo
3
Wells Fargo
California
$255M 5,180,190 +95,743 +2%
UBS Group
4
UBS Group
Switzerland
$245M 4,963,965 +834,501 +20%
Raymond James Financial
5
Raymond James Financial
Florida
$177M 3,595,511 +185,249 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$125M 2,545,708 -64,593 -2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$90.7M 1,841,616 +128,743 +8%
Bank of America
8
Bank of America
North Carolina
$80.3M 1,630,521 +248,784 +18%
First Trust Advisors
9
First Trust Advisors
Illinois
$54.3M 1,103,235 +113,364 +11%
BFG
10
Berger Financial Group
Minnesota
$48.8M 991,200 +20,827 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$47.8M 970,436 +41,990 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$46.6M 945,768 -50,548 -5%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$41.1M 833,495 +37,356 +5%
CIA
14
Concurrent Investment Advisors
Florida
$38.2M 775,525 +33,469 +5%
CCA
15
Clearwater Capital Advisors
Illinois
$37.2M 755,493 +9,482 +1%
CAG
16
Csenge Advisory Group
Florida
$36M 736,493 +24,316 +3%
HighTower Advisors
17
HighTower Advisors
Illinois
$34.4M 697,393 -8,834 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$30.2M 619,264 -56,358 -8%
Stifel Financial
19
Stifel Financial
Missouri
$27.1M 549,755 -83,437 -13%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$24.9M 506,206 +9,112 +2%
TC
21
Trilogy Capital
California
$24.8M 503,106 -29,090 -5%
HI
22
Harbour Investments
Wisconsin
$23.1M 469,605 +14,432 +3%
HCA
23
Heck Capital Advisors
Wisconsin
$22.3M 453,087 +17,517 +4%
HIS
24
Harvest Investment Services
Illinois
$22.1M 448,261 -14,362 -3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$22M 445,675 -22,599 -5%