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

440 hedge funds and large institutions have $4.8B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 215 increasing their positions, 137 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

57% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 137

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

7% more capital invested

Capital invested by funds: $4.5B → $4.8B (+$305M)

3% more funds holding

Funds holding: 429440 (+11)

0.34% more ownership

Funds ownership: 78.74%79.08% (+0.34%)

Holders
440
Holders Change
+11
Holders Change %
+2.56%
% of All Funds
5.42%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.41%
New
50
Increased
215
Reduced
137
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$765M +$60.3M +1,202,229 +8%
LPL Financial
2
LPL Financial
California
$614M +$41.4M +825,743 +7%
Wells Fargo
3
Wells Fargo
California
$288M +$13.1M +260,894 +5%
UBS Group
4
UBS Group
Switzerland
$236M +$6.24M +124,555 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$205M +$2M +39,833 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$162M +$18.7M +372,725 +13%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$127M +$8.61M +171,648 +7%
Bank of America
8
Bank of America
North Carolina
$99.7M +$10.6M +212,258 +12%
HighTower Advisors
9
HighTower Advisors
Illinois
$93.2M +$20.9M +416,479 +29%
First Trust Advisors
10
First Trust Advisors
Illinois
$75.8M +$10M +199,426 +15%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$72.7M +$14.2M +283,481 +24%
CIA
12
Concurrent Investment Advisors
Florida
$71M +$10.9M +217,016 +18%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$60.9M +$8.81M +175,639 +17%
BFG
14
Berger Financial Group
Minnesota
$56.2M +$3.65M +72,760 +7%
CCA
15
Clearwater Capital Advisors
Illinois
$45.3M +$2.83M +56,513 +7%
HIS
16
Harvest Investment Services
Illinois
$44.6M +$7.78M +155,275 +21%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$43.9M +$3.18M +63,345 +8%
CAG
18
Csenge Advisory Group
Florida
$41.5M +$618K +12,326 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$36.9M +$9.29M +185,329 +33%
HI
20
Harbour Investments
Wisconsin
$36.4M +$10.1M +201,717 +38%
Stifel Financial
21
Stifel Financial
Missouri
$35.2M -$1.38M -27,608 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$34.5M +$981K +19,562 +3%
AssetMark Inc
23
AssetMark Inc
California
$32.7M +$2.35M +46,915 +8%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$31.9M +$13.1M +261,005 +68%
AWA
25
Aaron Wealth Advisors
Illinois
$30.4M +$7.62M +151,890 +33%