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

429 hedge funds and large institutions have $4.5B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 187 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 20

29% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 145

8% more funds holding

Funds holding: 396429 (+33)

7% more capital invested

Capital invested by funds: $4.22B → $4.5B (+$279M)

0.35% more ownership

Funds ownership: 78.39%78.74% (+0.35%)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

Holders
429
Holders Change
+33
Holders Change %
+8.33%
% of All Funds
5.22%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.37%
New
62
Increased
187
Reduced
145
Closed
20
Calls
$250K
Puts
Net Calls
+$250K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
251
Robertson Stephens Wealth Management
California
$742K +$23.5K +470 +3%
SW
252
Simplicity Wealth
New Jersey
$734K +$139K +2,771 +23%
AA
253
Argent Advisors
Louisiana
$727K +$727K +14,545 New
CWM
254
Concentrum Wealth Management
California
$727K
FAM
255
Flaharty Asset Management
Florida
$726K
LSIA
256
LaSalle St. Investment Advisors
Illinois
$715K -$1.5K -30 -0.2%
CAP
257
Columbia Advisory Partners
Washington
$715K -$203K -4,065 -22%
RA
258
Rubicon Advisors
California
$715K +$715K +14,294 New
LEA
259
Legacy Edge Advisors
New York
$698K +$698K +13,971 New
TA
260
TFB Advisors
Kansas
$675K +$3.15K +63 +0.5%
UCFA
261
United Capital Financial Advisors
Texas
$663K -$214K -4,290 -24%
HAS
262
HBW Advisory Services
California
$660K +$459K +9,181 +228%
IAIM
263
International Assets Investment Management
Florida
$659K -$68.5K -1,370 -9%
OCFG
264
O'Connor Financial Group
Illinois
$656K +$29.3K +587 +5%
HAG
265
HighPoint Advisor Group
Illinois
$650K +$650K +12,999 New
6F
266
626 Financial
Michigan
$641K -$43.8K -877 -6%
SAM
267
Smithbridge Asset Management
Pennsylvania
$635K +$5.4K +108 +0.9%
VFG
268
Valley Financial Group
Pennsylvania
$608K -$58.3K -1,167 -9%
HCWM
269
Hidden Cove Wealth Management
Washington
$607K -$198K -3,967 -25%
PFA
270
Pinnacle Family Advisors
Missouri
$601K +$33.4K +669 +6%
BPA
271
Beacon Pointe Advisors
California
$597K -$2.55K -51 -0.4%
BA
272
Ballew Advisors
Mississippi
$591K -$213K -4,257 -27%
PS
273
Principal Securities
Iowa
$590K -$163K -3,267 -22%
NS
274
NBC Securities
Alabama
$583K -$2.4K -48 -0.4%
SWP
275
Summit Wealth Partners
Florida
$571K -$500 -10 -0.1%