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

412 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, 157 increasing their positions, 175 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: 157 | Existing positions reduced: 175

21% less funds holding in top 10

Funds holding in top 10: 3427 (-7)

Holders
412
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
VFG
251
Valley Financial Group
Pennsylvania
$644K
OCFG
252
O'Connor Financial Group
Illinois
$609K
CW
253
CreativeOne Wealth
Kansas
$597K
RA
254
RFG Advisory
Alabama
$589K
OMC
255
Old Mission Capital
Illinois
$582K
DAS
256
Dynamic Advisor Solutions
Arizona
$578K
MWM
257
Mattern Wealth Management
Kansas
$566K
US Bancorp
258
US Bancorp
Minnesota
$559K
BPA
259
Beacon Pointe Advisors
California
$555K
AF
260
Allworth Financial
California
$547K
CFD
261
Creative Financial Designs
Indiana
$541K
RMAM
262
Raab & Moskowitz Asset Management
New Jersey
$535K
Ameriprise
263
Ameriprise
Minnesota
$522K
RWB
264
RMR Wealth Builders
New Jersey
$520K
SEP
265
Southland Equity Partners
Missouri
$513K
PFA
266
Pinnacle Family Advisors
Missouri
$508K
NWMG
267
National Wealth Management Group
Ohio
$502K
SIM
268
SSI Investment Management
California
$497K
SWP
269
Summit Wealth Partners
Florida
$494K
GS
270
GTS Securities
New York
$489K
WE
271
Wealth Effects
Massachusetts
$488K
1W
272
1776 Wealth
Georgia
$481K
LFA
273
Laraway Financial Advisors
Minnesota
$448K
AWA
274
Acorn Wealth Advisors
Michigan
$446K
CCG
275
Capital CS Group
California
$446K