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

393 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, 203 increasing their positions, 131 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
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 +$52.8M
2 +$29.7M
3 +$22.2M
4
Morgan Stanley
Morgan Stanley
New York
+$18.2M
5
Wells Fargo
Wells Fargo
California
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
251
NBC Securities
Alabama
$583K
SWP
252
Summit Wealth Partners
Florida
$569K
PFA
253
Pinnacle Family Advisors
Missouri
$566K
MCM
254
MAI Capital Management
Ohio
$553K
AG
255
Ascent Group
Virginia
$545K
BAS
256
Brueske Advisory Services
Washington
$544K
CCG
257
Capital CS Group
California
$517K
DAS
258
Dynamic Advisor Solutions
Arizona
$514K
MWM
259
Meridian Wealth Management
Kentucky
$513K
Ameriprise
260
Ameriprise
Minnesota
$511K
SIM
261
SSI Investment Management
California
$502K
Creative Planning
262
Creative Planning
Kansas
$491K
ACMA
263
Arbor Capital Management (Alaska)
Alaska
$488K
WE
264
Wealth Effects
Massachusetts
$468K
CWA
265
Crux Wealth Advisors
California
$452K
QCM
266
Quantinno Capital Management
New York
$447K
WIA
267
World Investment Advisors
California
$434K
LFA
268
Laraway Financial Advisors
Minnesota
$433K
WCM
269
Winebrenner Capital Management
Kentucky
$432K
BWA
270
BlueChip Wealth Advisors
Georgia
$426K
AF
271
Allworth Financial
California
$426K
FLI
272
Family Legacy Inc
South Carolina
$424K
WANY
273
Wealthspire Advisors (New York)
New York
$414K
GFG
274
Goldstone Financial Group
Illinois
$409K
MSAM
275
Moloney Securities Asset Management
Missouri
$409K