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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
GFG
276
Goldstone Financial Group
Illinois
$409K -$17.4K -351 -4%
MSAM
277
Moloney Securities Asset Management
Missouri
$409K -$16.1K -325 -4%
SWM
278
Stockman Wealth Management
Montana
$398K
PTP
279
Platform Technology Partners
New York
$390K
1W
280
1776 Wealth
Georgia
$382K -$103K -2,082 -21%
CA
281
Claro Advisors
Massachusetts
$372K +$3.42K +69 +0.9%
CCA
282
Carrera Capital Advisors
Michigan
$370K +$368K +7,433 New
FFN
283
Focus Financial Network
Minnesota
$368K -$247 -5 -0.1%
NB
284
NBT Bank
New York
$364K -$359K -7,251 -99%
WMA
285
West Michigan Advisors
Michigan
$347K +$14.3K +288 +4%
MPIA
286
Milestones Private Investment Advisors
New York
$344K -$10.3K -208 -3%
SAI
287
Savvy Advisors Inc
New York
$339K +$337K +6,818 New
SFC
288
Strategic Financial Concepts
Texas
$335K +$333K +6,730 New
WMA
289
Wealth Management Associates
New Jersey
$333K +$445 +9 +0.1%
CCM
290
Chiron Capital Management
Florida
$331K -$44.5K -900 -12%
RIS
291
Retirement Income Solutions
Michigan
$328K +$91.5K +1,848 +39%
SAW
292
Signal Advisors Wealth
Michigan
$323K +$41K +829 +15%
PCS
293
Private Client Services
Kentucky
$317K -$1.14K -23 -0.4%
JIP
294
Jaffetilchin Investment Partners
Florida
$309K +$52.4K +1,059 +21%
CWM
295
Cornerstone Wealth Management
Missouri
$303K -$16.7K -337 -5%
AIC
296
Archer Investment Corporation
Indiana
$301K -$99 -2 -0%
LC
297
Luminist Capital
Michigan
$296K
MWA
298
Merkkuri Wealth Advisors
New York
$293K -$142K -2,877 -33%
Koshinski Asset Management
299
Koshinski Asset Management
Illinois
$292K +$15.2K +307 +6%
MOS
300
MGO One Seven
Ohio
$292K -$146K -2,940 -33%