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

396 hedge funds and large institutions have $4.22B 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, 204 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 133

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

6% more capital invested

Capital invested by funds: $3.98B → $4.22B (+$245M)

0.42% more ownership

Funds ownership: 77.97%78.39% (+0.42%)

5% less funds holding

Funds holding: 416396 (-20)

29% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 38

Holders
396
Holders Change
-20
Holders Change %
-4.81%
% of All Funds
5.2%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.41%
New
27
Increased
204
Reduced
133
Closed
38
Calls
$249K
Puts
Net Calls
+$249K
Net Calls Change
-$81K
Name Holding Trade Value Shares
Change
Change in
Stake
SW
226
StrongBox Wealth
Missouri
$820K
WWA
227
Wealth Watch Advisors
Colorado
$820K -$89K -1,799 -10%
SW
228
SMART Wealth
Nebraska
$810K +$805K +16,272 New
HCWM
229
Hidden Cove Wealth Management
Washington
$802K -$693 -14 -0.1%
BA
230
Ballew Advisors
Mississippi
$802K +$2.33K +47 +0.3%
CA
231
Calton & Associates
Florida
$794K +$413K +8,334 +110%
GRP
232
Global Retirement Partners
California
$792K +$28.9K +583 +4%
SWA
233
Stratos Wealth Advisors
Ohio
$773K +$56.9K +1,150 +8%
RCAG
234
Rehmann Capital Advisory Group
Michigan
$753K -$391K -7,900 -34%
PS
235
Principal Securities
Iowa
$750K +$80.1K +1,618 +12%
CWM
236
Concentrum Wealth Management
California
$724K
FAM
237
Flaharty Asset Management
Florida
$723K
IAIM
238
International Assets Investment Management
Florida
$717K
RSWM
239
Robertson Stephens Wealth Management
California
$716K -$28K -565 -4%
LSIA
240
LaSalle St. Investment Advisors
Illinois
$713K +$7.38K +149 +1%
AWM
241
Avaii Wealth Management
Wisconsin
$695K +$31.4K +634 +5%
RMAM
242
Raab & Moskowitz Asset Management
New Jersey
$692K +$150K +3,030 +28%
6F
243
626 Financial
Michigan
$682K -$96K -1,939 -12%
TA
244
TFB Advisors
Kansas
$673K -$312K -6,303 -32%
NCM
245
Narwhal Capital Management
Georgia
$670K +$7.82K +158 +1%
VFG
246
Valley Financial Group
Pennsylvania
$663K +$12.2K +246 +2%
IA
247
IFG Advisory
Georgia
$628K -$648K -13,083 -51%
SAM
248
Smithbridge Asset Management
Pennsylvania
$627K +$623K +12,589 New
OCFG
249
O'Connor Financial Group
Illinois
$623K +$6.98K +141 +1%
BPA
250
Beacon Pointe Advisors
California
$597K +$36.3K +734 +7%