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

407 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 36 funds opening new positions, 154 increasing their positions, 175 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+10
Holders Change %
+2.52%
% of All Funds
5.46%
Holding in Top 10
27
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20.59%
% of All Funds
0.36%
New
36
Increased
154
Reduced
175
Closed
23
Calls
$330K
Puts
Net Calls
+$330K
Net Calls Change
+$84K
Name Holding Trade Value Shares
Change
Shares
Change %
MQWP
226
Morey & Quinn Wealth Partners
Nebraska
$828K -$99 -2 -0%
IWA
227
Integrity Wealth Advisors
California
$819K +$11.8K +239 +1%
SW
228
StrongBox Wealth
Missouri
$812K +$4.93K +100 +0.6%
Susquehanna International Group
229
Susquehanna International Group
Pennsylvania
$797K +$797K +16,186 New
HCWM
230
Hidden Cove Wealth Management
Washington
$794K +$794K +16,122 New
NS
231
NBC Securities
Alabama
$788K +$3.1K +63 +0.4%
BA
232
Ballew Advisors
Mississippi
$786K -$1.62K -33 -0.2%
6F
233
626 Financial
Michigan
$770K -$19.4K -393 -2%
GRP
234
Global Retirement Partners
California
$755K +$755K +15,320 New
GM
235
GeoWealth Management
Illinois
$746K -$12.4K -251 -2%
VBFG
236
Vishria Bird Financial Group
Tennessee
$746K -$56.2K -1,141 -7%
RSWM
237
Robertson Stephens Wealth Management
California
$736K -$31.4K -637 -4%
IAIM
238
International Assets Investment Management
Florida
$716K -$10.7K -218 -1%
CWM
239
Concentrum Wealth Management
California
$716K -$61.8K -1,255 -8%
FAM
240
Flaharty Asset Management
Florida
$716K -$10.8K -220 -1%
SWA
241
Stratos Wealth Advisors
Ohio
$708K +$421K +8,545 +147%
LSIA
242
LaSalle St. Investment Advisors
Illinois
$698K +$11K +224 +2%
AWA
243
Arkadios Wealth Advisors
Georgia
$689K +$156K +3,171 +29%
PA
244
PFG Advisors
Arizona
$671K -$101K -2,052 -13%
PS
245
Principal Securities
Iowa
$663K -$258K -5,235 -28%
BAS
246
Brueske Advisory Services
Washington
$661K
Creative Planning
247
Creative Planning
Kansas
$661K -$209K -4,237 -24%
AWM
248
Avaii Wealth Management
Wisconsin
$656K +$57.6K +1,170 +10%
NCM
249
Narwhal Capital Management
Georgia
$655K -$34.1K -692 -5%
VFG
250
Valley Financial Group
Pennsylvania
$644K +$26.7K +541 +4%