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

392 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, 202 increasing their positions, 131 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
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 +$53.2M
2 +$29.9M
3 +$22.4M
4
Morgan Stanley
Morgan Stanley
New York
+$18.4M
5
Wells Fargo
Wells Fargo
California
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HCWM
226
Hidden Cove Wealth Management
Washington
$802K
BA
227
Ballew Advisors
Mississippi
$802K
CA
228
Calton & Associates
Florida
$794K
GRP
229
Global Retirement Partners
California
$792K
SWA
230
Stratos Wealth Advisors
Ohio
$773K
RCAG
231
Rehmann Capital Advisory Group
Michigan
$753K
PS
232
Principal Securities
Iowa
$750K
CWM
233
Concentrum Wealth Management
California
$724K
FAM
234
Flaharty Asset Management
Florida
$723K
IAIM
235
International Assets Investment Management
Florida
$717K
RSWM
236
Robertson Stephens Wealth Management
California
$716K
LSIA
237
LaSalle St. Investment Advisors
Illinois
$713K
AWM
238
Avaii Wealth Management
Wisconsin
$695K
RMAM
239
Raab & Moskowitz Asset Management
New Jersey
$692K
6F
240
626 Financial
Michigan
$682K
TA
241
TFB Advisors
Kansas
$673K
NCM
242
Narwhal Capital Management
Georgia
$670K
VFG
243
Valley Financial Group
Pennsylvania
$663K
IA
244
IFG Advisory
Georgia
$628K
SAM
245
Smithbridge Asset Management
Pennsylvania
$627K
OCFG
246
O'Connor Financial Group
Illinois
$623K
BPA
247
Beacon Pointe Advisors
California
$597K
PA
248
PFG Advisors
Arizona
$594K
SW
249
Simplicity Wealth
New Jersey
$593K
NS
250
NBC Securities
Alabama
$583K