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

393 hedge funds and large institutions have $4.21B 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, 203 increasing their positions, 131 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$249K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$52.8M
2 +$29.7M
3 +$22.2M
4
Morgan Stanley
Morgan Stanley
New York
+$18.2M
5
Wells Fargo
Wells Fargo
California
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
226
SMART Wealth
Nebraska
$810K
HCWM
227
Hidden Cove Wealth Management
Washington
$802K
BA
228
Ballew Advisors
Mississippi
$802K
CA
229
Calton & Associates
Florida
$794K
GRP
230
Global Retirement Partners
California
$792K
SWA
231
Stratos Wealth Advisors
Ohio
$773K
RCAG
232
Rehmann Capital Advisory Group
Michigan
$753K
PS
233
Principal Securities
Iowa
$750K
CWM
234
Concentrum Wealth Management
California
$724K
FAM
235
Flaharty Asset Management
Florida
$723K
IAIM
236
International Assets Investment Management
Florida
$717K
RSWM
237
Robertson Stephens Wealth Management
California
$716K
LSIA
238
LaSalle St. Investment Advisors
Illinois
$713K
AWM
239
Avaii Wealth Management
Wisconsin
$695K
RMAM
240
Raab & Moskowitz Asset Management
New Jersey
$692K
6F
241
626 Financial
Michigan
$682K
TA
242
TFB Advisors
Kansas
$673K
NCM
243
Narwhal Capital Management
Georgia
$670K
VFG
244
Valley Financial Group
Pennsylvania
$663K
IA
245
IFG Advisory
Georgia
$628K
SAM
246
Smithbridge Asset Management
Pennsylvania
$627K
OCFG
247
O'Connor Financial Group
Illinois
$623K
BPA
248
Beacon Pointe Advisors
California
$597K
PA
249
PFG Advisors
Arizona
$594K
SW
250
Simplicity Wealth
New Jersey
$593K