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

410 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 38 funds opening new positions, 155 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:

11% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 175

21% less funds holding in top 10

Funds holding in top 10: 3427 (-7)

Holders
410
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
MQWP
226
Morey & Quinn Wealth Partners
Nebraska
$828K
IWA
227
Integrity Wealth Advisors
California
$819K
SW
228
StrongBox Wealth
Missouri
$812K
Susquehanna International Group
229
Susquehanna International Group
Pennsylvania
$797K
HCWM
230
Hidden Cove Wealth Management
Washington
$794K
NS
231
NBC Securities
Alabama
$788K
BA
232
Ballew Advisors
Mississippi
$786K
6F
233
626 Financial
Michigan
$770K
GRP
234
Global Retirement Partners
California
$755K
GM
235
GeoWealth Management
Illinois
$746K
VBFG
236
Vishria Bird Financial Group
Tennessee
$746K
RSWM
237
Robertson Stephens Wealth Management
California
$736K
IAIM
238
International Assets Investment Management
Florida
$716K
CWM
239
Concentrum Wealth Management
California
$716K
FAM
240
Flaharty Asset Management
Florida
$716K
SWA
241
Stratos Wealth Advisors
Ohio
$708K
LSIA
242
LaSalle St. Investment Advisors
Illinois
$698K
AWA
243
Arkadios Wealth Advisors
Georgia
$689K
PA
244
PFG Advisors
Arizona
$671K
PS
245
Principal Securities
Iowa
$663K
BAS
246
Brueske Advisory Services
Washington
$661K
Creative Planning
247
Creative Planning
Kansas
$661K
AWM
248
Avaii Wealth Management
Wisconsin
$656K
NCM
249
Narwhal Capital Management
Georgia
$655K
VFG
250
Valley Financial Group
Pennsylvania
$644K