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

414 hedge funds and large institutions have $3.97B 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, 158 increasing their positions, 176 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:

10% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 176

21% less funds holding in top 10

Funds holding in top 10: 3427 (-7)

Holders
414
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
NCM
251
Narwhal Capital Management
Georgia
$655K
VFG
252
Valley Financial Group
Pennsylvania
$644K
OCFG
253
O'Connor Financial Group
Illinois
$609K
CW
254
CreativeOne Wealth
Kansas
$597K
RA
255
RFG Advisory
Alabama
$589K
OMC
256
Old Mission Capital
Illinois
$582K
DAS
257
Dynamic Advisor Solutions
Arizona
$578K
MWM
258
Mattern Wealth Management
Kansas
$566K
US Bancorp
259
US Bancorp
Minnesota
$559K
BPA
260
Beacon Pointe Advisors
California
$555K
AF
261
Allworth Financial
California
$547K
CFD
262
Creative Financial Designs
Indiana
$541K
RMAM
263
Raab & Moskowitz Asset Management
New Jersey
$535K
Ameriprise
264
Ameriprise
Minnesota
$522K
RWB
265
RMR Wealth Builders
New Jersey
$520K
SEP
266
Southland Equity Partners
Missouri
$513K
PFA
267
Pinnacle Family Advisors
Missouri
$508K
NWMG
268
National Wealth Management Group
Ohio
$502K
SIM
269
SSI Investment Management
California
$497K
SWP
270
Summit Wealth Partners
Florida
$494K
GS
271
GTS Securities
New York
$489K
WE
272
Wealth Effects
Massachusetts
$488K
1W
273
1776 Wealth
Georgia
$481K
LFA
274
Laraway Financial Advisors
Minnesota
$448K
AWA
275
Acorn Wealth Advisors
Michigan
$446K