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

407 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 36 funds opening new positions, 154 increasing their positions, 175 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+10
Holders Change %
+2.52%
% of All Funds
5.46%
Holding in Top 10
27
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20.59%
% of All Funds
0.36%
New
36
Increased
154
Reduced
175
Closed
23
Calls
$330K
Puts
Net Calls
+$330K
Net Calls Change
+$84K
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
276
MGO One Seven
Ohio
$433K +$542 +11 +0.1%
MCM
277
MAI Capital Management
Ohio
$433K -$3.15M -64,002 -88%
MWA
278
Merkkuri Wealth Advisors
New York
$432K -$11.1K -225 -3%
TL
279
Tradewinds LLC
North Carolina
$432K +$432K +8,762 New
CWA
280
Crux Wealth Advisors
California
$427K +$34.4K +699 +9%
GFG
281
Goldstone Financial Group
Illinois
$422K +$149K +3,032 +55%
MSAM
282
Moloney Securities Asset Management
Missouri
$420K +$24K +488 +6%
FLI
283
Family Legacy Inc
South Carolina
$419K
WANY
284
Wealthspire Advisors (New York)
New York
$409K -$15.8K -320 -4%
WCM
285
Winebrenner Capital Management
Kentucky
$408K -$13.9K -282 -3%
SIG
286
Sargent Investment Group
Maryland
$407K -$10.4K -210 -2%
SWM
287
Stockman Wealth Management
Montana
$394K
PTP
288
Platform Technology Partners
New York
$386K
CAM
289
Cresset Asset Management
Illinois
$382K
CA
290
Calton & Associates
Florida
$375K +$375K +7,604 New
CCM
291
Chiron Capital Management
Florida
$372K
CA
292
Claro Advisors
Massachusetts
$365K -$31.2K -634 -8%
FFN
293
Focus Financial Network
Minnesota
$364K -$141K -2,860 -28%
NB
294
NBT Bank
New York
$360K -$11.7K -237 -3%
SA
295
Sovran Advisors
California
$338K -$366K -7,454 -52%
FHA
296
First Horizon Advisors
Tennessee
$333K -$1.87K -38 -0.6%
CMS
297
Capital Market Strategies
Florida
$333K
MWM
298
Meridian Wealth Management
Kentucky
$332K -$33.7K -685 -9%
SWM
299
Spire Wealth Management
Virginia
$331K -$1.01M -20,419 -75%
WMA
300
West Michigan Advisors
Michigan
$329K -$5.22K -106 -2%