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

387 hedge funds and large institutions have $4.2B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 201 increasing their positions, 128 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$249K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$53.2M
2 +$29.9M
3 +$22.4M
4
Morgan Stanley
Morgan Stanley
New York
+$18.4M
5
Wells Fargo
Wells Fargo
California
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Calton & Associates
Florida
$794K
GRP
227
Global Retirement Partners
California
$792K
SWA
228
Stratos Wealth Advisors
Ohio
$773K
RCAG
229
Rehmann Capital Advisory Group
Michigan
$753K
PS
230
Principal Securities
Iowa
$750K
CWM
231
Concentrum Wealth Management
California
$724K
FAM
232
Flaharty Asset Management
Florida
$723K
IAIM
233
International Assets Investment Management
Florida
$717K
RSWM
234
Robertson Stephens Wealth Management
California
$716K
LSIA
235
LaSalle St. Investment Advisors
Illinois
$713K
AWM
236
Avaii Wealth Management
Wisconsin
$695K
RMAM
237
Raab & Moskowitz Asset Management
New Jersey
$692K
6F
238
626 Financial
Michigan
$682K
TA
239
TFB Advisors
Kansas
$673K
NCM
240
Narwhal Capital Management
Georgia
$670K
VFG
241
Valley Financial Group
Pennsylvania
$663K
IA
242
IFG Advisory
Georgia
$628K
SAM
243
Smithbridge Asset Management
Pennsylvania
$627K
OCFG
244
O'Connor Financial Group
Illinois
$623K
BPA
245
Beacon Pointe Advisors
California
$597K
PA
246
PFG Advisors
Arizona
$594K
SW
247
Simplicity Wealth
New Jersey
$593K
NS
248
NBC Securities
Alabama
$583K
SWP
249
Summit Wealth Partners
Florida
$569K
PFA
250
Pinnacle Family Advisors
Missouri
$566K