We are live on ! Find out more
LMBS icon

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

429 hedge funds and large institutions have $4.5B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 187 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 20

29% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 145

8% more funds holding

Funds holding: 396429 (+33)

7% more capital invested

Capital invested by funds: $4.22B → $4.5B (+$279M)

0.35% more ownership

Funds ownership: 78.39%78.74% (+0.35%)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

Holders
429
Holders Change
+33
Holders Change %
+8.33%
% of All Funds
5.22%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.37%
New
62
Increased
187
Reduced
145
Closed
20
Calls
$250K
Puts
Net Calls
+$250K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
CW
226
CreativeOne Wealth
Kansas
$965K +$80.9K +1,619 +9%
CCG
227
Cypress Capital Group
Florida
$950K -$917K -18,350 -49%
IWM
228
Iams Wealth Management
Nebraska
$911K -$942K -18,842 -51%
CA
229
Calton & Associates
Florida
$894K +$97.5K +1,951 +12%
MQWP
230
Morey & Quinn Wealth Partners
Nebraska
$892K +$1.3K +26 +0.1%
WPW
231
Waldron Private Wealth
Pennsylvania
$874K +$874K +17,486 New
Bank of New York Mellon
232
Bank of New York Mellon
New York
$870K -$1.27M -25,384 -59%
MCM
233
MAI Capital Management
Ohio
$865K +$309K +6,186 +56%
EFG
234
Embree Financial Group
Illinois
$861K +$861K +17,215 New
WWA
235
Wealth Watch Advisors
Colorado
$858K +$34.3K +687 +4%
TW
236
Towerpoint Wealth
California
$841K -$47.2K -944 -5%
AFP
237
Ausdal Financial Partners
Iowa
$836K -$37.9K -758 -4%
SW
238
StrongBox Wealth
Missouri
$834K +$10K +200 +1%
FA
239
Faithward Advisors
Pennsylvania
$832K -$55.7K -1,114 -6%
FMTC
240
Farmers & Merchants Trust Company
California
$825K -$181K -3,619 -18%
CPIA
241
Cornell Pochily Investment Advisors
New York
$819K -$405K -8,105 -33%
GRP
242
Global Retirement Partners
California
$817K +$22.2K +444 +3%
WIA
243
World Investment Advisors
California
$815K +$380K +7,592 +87%
AWA
244
Arkadios Wealth Advisors
Georgia
$808K -$57.7K -1,155 -7%
PSFG
245
Park Square Financial Group
Georgia
$807K -$286K -5,713 -26%
AG
246
Ascent Group
Virginia
$806K +$259K +5,174 +47%
OIA
247
OneDigital Investment Advisors
Kansas
$771K -$67K -1,340 -8%
HW
248
Hamilton Wealth
California
$749K -$109K -2,180 -13%
SWA
249
Stratos Wealth Advisors
Ohio
$748K -$27.7K -554 -4%
AWM
250
Avaii Wealth Management
Wisconsin
$744K +$46K +920 +7%