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

396 hedge funds and large institutions have $4.22B 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, 204 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 133

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

6% more capital invested

Capital invested by funds: $3.98B → $4.22B (+$245M)

0.42% more ownership

Funds ownership: 77.97%78.39% (+0.42%)

5% less funds holding

Funds holding: 416396 (-20)

29% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 38

Holders
396
Holders Change
-20
Holders Change %
-4.81%
% of All Funds
5.2%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.41%
New
27
Increased
204
Reduced
133
Closed
38
Calls
$249K
Puts
Net Calls
+$249K
Net Calls Change
-$81K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
PFG Advisors
Arizona
$594K -$84K -1,697 -12%
SW
252
Simplicity Wealth
New Jersey
$593K -$615K -12,426 -51%
NS
253
NBC Securities
Alabama
$583K -$213K -4,299 -27%
SWP
254
Summit Wealth Partners
Florida
$569K +$69K +1,394 +14%
PFA
255
Pinnacle Family Advisors
Missouri
$566K +$51.7K +1,044 +10%
MCM
256
MAI Capital Management
Ohio
$553K +$115K +2,320 +26%
AG
257
Ascent Group
Virginia
$545K +$542K +10,946 New
BAS
258
Brueske Advisory Services
Washington
$544K -$124K -2,500 -19%
CCG
259
Capital CS Group
California
$517K +$66.6K +1,345 +15%
DAS
260
Dynamic Advisor Solutions
Arizona
$514K -$69.7K -1,408 -12%
MWM
261
Meridian Wealth Management
Kentucky
$513K +$176K +3,563 +53%
Ameriprise
262
Ameriprise
Minnesota
$511K -$16.8K -340 -3%
SIM
263
SSI Investment Management
California
$502K
Creative Planning
264
Creative Planning
Kansas
$491K -$177K -3,568 -27%
ACMA
265
Arbor Capital Management (Alaska)
Alaska
$488K +$47.3K +956 +11%
WE
266
Wealth Effects
Massachusetts
$468K -$25.1K -508 -5%
CWA
267
Crux Wealth Advisors
California
$452K +$20.8K +421 +5%
QCM
268
Quantinno Capital Management
New York
$447K
WIA
269
World Investment Advisors
California
$434K +$134K +2,707 +45%
LFA
270
Laraway Financial Advisors
Minnesota
$433K -$19.6K -396 -4%
WCM
271
Winebrenner Capital Management
Kentucky
$432K +$19K +384 +5%
BWA
272
BlueChip Wealth Advisors
Georgia
$426K -$1.06M -21,387 -71%
AF
273
Allworth Financial
California
$426K -$126K -2,549 -23%
FLI
274
Family Legacy Inc
South Carolina
$424K
WANY
275
Wealthspire Advisors (New York)
New York
$414K