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

407 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 36 funds opening new positions, 154 increasing their positions, 175 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+10
Holders Change %
+2.52%
% of All Funds
5.46%
Holding in Top 10
27
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20.59%
% of All Funds
0.36%
New
36
Increased
154
Reduced
175
Closed
23
Calls
$330K
Puts
Net Calls
+$330K
Net Calls Change
+$84K
Name Holding Trade Value Shares
Change
Shares
Change %
OCFG
251
O'Connor Financial Group
Illinois
$609K +$3.35K +68 +0.6%
CW
252
CreativeOne Wealth
Kansas
$597K +$45.4K +921 +8%
RA
253
RFG Advisory
Alabama
$589K +$80K +1,625 +16%
OMC
254
Old Mission Capital
Illinois
$582K +$582K +11,814 New
DAS
255
Dynamic Advisor Solutions
Arizona
$578K +$89K +1,806 +18%
MWM
256
Mattern Wealth Management
Kansas
$566K
US Bancorp
257
US Bancorp
Minnesota
$559K +$393K +7,972 +235%
BPA
258
Beacon Pointe Advisors
California
$555K -$35.6K -722 -6%
AF
259
Allworth Financial
California
$547K +$1.13K +23 +0.2%
CFD
260
Creative Financial Designs
Indiana
$541K -$74.5K -1,513 -12%
RMAM
261
Raab & Moskowitz Asset Management
New Jersey
$535K -$9.7K -197 -2%
Ameriprise
262
Ameriprise
Minnesota
$522K -$44.4K -902 -8%
RWB
263
RMR Wealth Builders
New Jersey
$520K +$520K +10,551 New
SEP
264
Southland Equity Partners
Missouri
$513K -$8.23K -167 -2%
PFA
265
Pinnacle Family Advisors
Missouri
$508K +$17.9K +363 +4%
SIM
266
SSI Investment Management
California
$497K -$825K -16,750 -62%
SWP
267
Summit Wealth Partners
Florida
$494K +$15.3K +310 +3%
GS
268
GTS Securities
New York
$489K +$489K +9,931 New
WE
269
Wealth Effects
Massachusetts
$488K
1W
270
1776 Wealth
Georgia
$481K -$91.1K -1,850 -16%
LFA
271
Laraway Financial Advisors
Minnesota
$448K -$27.4K -556 -6%
AWA
272
Acorn Wealth Advisors
Michigan
$446K -$19.9K -403 -4%
CCG
273
Capital CS Group
California
$446K -$22.9K -465 -5%
QCM
274
Quantinno Capital Management
New York
$442K +$4.98K +101 +1%
ACMA
275
Arbor Capital Management (Alaska)
Alaska
$434K -$7.04K -143 -2%