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

412 hedge funds and large institutions have $3.97B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 157 increasing their positions, 175 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

10% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 175

21% less funds holding in top 10

Funds holding in top 10: 3427 (-7)

Holders
412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$330K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
226
Summit Wealth Group (Colorado)
Colorado
$840K
MQWP
227
Morey & Quinn Wealth Partners
Nebraska
$828K
IWA
228
Integrity Wealth Advisors
California
$819K
SW
229
StrongBox Wealth
Missouri
$812K
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
$797K
HCWM
231
Hidden Cove Wealth Management
Washington
$794K
NS
232
NBC Securities
Alabama
$788K
BA
233
Ballew Advisors
Mississippi
$786K
6F
234
626 Financial
Michigan
$770K
GRP
235
Global Retirement Partners
California
$755K
GM
236
GeoWealth Management
Illinois
$746K
VBFG
237
Vishria Bird Financial Group
Tennessee
$746K
RSWM
238
Robertson Stephens Wealth Management
California
$736K
IAIM
239
International Assets Investment Management
Florida
$716K
CWM
240
Concentrum Wealth Management
California
$716K
FAM
241
Flaharty Asset Management
Florida
$716K
SWA
242
Stratos Wealth Advisors
Ohio
$708K
LSIA
243
LaSalle St. Investment Advisors
Illinois
$698K
AWA
244
Arkadios Wealth Advisors
Georgia
$689K
PA
245
PFG Advisors
Arizona
$671K
PS
246
Principal Securities
Iowa
$663K
BAS
247
Brueske Advisory Services
Washington
$661K
Creative Planning
248
Creative Planning
Kansas
$661K
AWM
249
Avaii Wealth Management
Wisconsin
$656K
NCM
250
Narwhal Capital Management
Georgia
$655K