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

414 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, 158 increasing their positions, 176 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: 158 | Existing positions reduced: 176

21% less funds holding in top 10

Funds holding in top 10: 3427 (-7)

Holders
414
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
BNP Paribas Financial Markets
226
BNP Paribas Financial Markets
France
$845K
SWGC
227
Summit Wealth Group (Colorado)
Colorado
$840K
MQWP
228
Morey & Quinn Wealth Partners
Nebraska
$828K
IWA
229
Integrity Wealth Advisors
California
$819K
SW
230
StrongBox Wealth
Missouri
$812K
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
$797K
HCWM
232
Hidden Cove Wealth Management
Washington
$794K
NS
233
NBC Securities
Alabama
$788K
BA
234
Ballew Advisors
Mississippi
$786K
6F
235
626 Financial
Michigan
$770K
GRP
236
Global Retirement Partners
California
$755K
GM
237
GeoWealth Management
Illinois
$746K
VBFG
238
Vishria Bird Financial Group
Tennessee
$746K
RSWM
239
Robertson Stephens Wealth Management
California
$736K
IAIM
240
International Assets Investment Management
Florida
$716K
CWM
241
Concentrum Wealth Management
California
$716K
FAM
242
Flaharty Asset Management
Florida
$716K
SWA
243
Stratos Wealth Advisors
Ohio
$708K
LSIA
244
LaSalle St. Investment Advisors
Illinois
$698K
AWA
245
Arkadios Wealth Advisors
Georgia
$689K
PA
246
PFG Advisors
Arizona
$671K
PS
247
Principal Securities
Iowa
$663K
BAS
248
Brueske Advisory Services
Washington
$661K
Creative Planning
249
Creative Planning
Kansas
$661K
AWM
250
Avaii Wealth Management
Wisconsin
$656K