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

410 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 38 funds opening new positions, 155 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:

11% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 175

21% less funds holding in top 10

Funds holding in top 10: 3427 (-7)

Holders
410
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
OCFG
251
O'Connor Financial Group
Illinois
$609K
CW
252
CreativeOne Wealth
Kansas
$597K
RA
253
RFG Advisory
Alabama
$589K
OMC
254
Old Mission Capital
Illinois
$582K
DAS
255
Dynamic Advisor Solutions
Arizona
$578K
MWM
256
Mattern Wealth Management
Kansas
$566K
US Bancorp
257
US Bancorp
Minnesota
$559K
BPA
258
Beacon Pointe Advisors
California
$555K
AF
259
Allworth Financial
California
$547K
CFD
260
Creative Financial Designs
Indiana
$541K
RMAM
261
Raab & Moskowitz Asset Management
New Jersey
$535K
Ameriprise
262
Ameriprise
Minnesota
$522K
RWB
263
RMR Wealth Builders
New Jersey
$520K
SEP
264
Southland Equity Partners
Missouri
$513K
PFA
265
Pinnacle Family Advisors
Missouri
$508K
NWMG
266
National Wealth Management Group
Ohio
$502K
SIM
267
SSI Investment Management
California
$497K
SWP
268
Summit Wealth Partners
Florida
$494K
GS
269
GTS Securities
New York
$489K
WE
270
Wealth Effects
Massachusetts
$488K
1W
271
1776 Wealth
Georgia
$481K
LFA
272
Laraway Financial Advisors
Minnesota
$448K
AWA
273
Acorn Wealth Advisors
Michigan
$446K
CCG
274
Capital CS Group
California
$446K
QCM
275
Quantinno Capital Management
New York
$442K