We are live on ! Find out more
LMBS icon

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
RCAG
276
Rehmann Capital Advisory Group
Michigan
$555K -$201K -4,025 -27%
SPL
277
Smart Portfolios LLC
Washington
$553K +$553K +11,068 New
WWA
278
WCG Wealth Advisors
Nevada
$550K +$550K +11,006 New
SWGC
279
Summit Wealth Group (Colorado)
Colorado
$539K +$511K +10,231 +1,850%
NCM
280
Narwhal Capital Management
Georgia
$533K -$140K -2,799 -21%
CIAS
281
Capital Investment Advisory Services
North Carolina
$529K +$361K +7,215 +215%
CCG
282
Capital CS Group
California
$511K -$8.3K -166 -2%
WWM
283
Western Wealth Management
Colorado
$510K +$291K +5,822 +133%
SIM
284
SSI Investment Management
California
$504K
MWM
285
Meridian Wealth Management
Kentucky
$499K -$15.8K -317 -3%
GM
286
GeoWealth Management
Illinois
$499K -$387K -7,735 -44%
QCM
287
Quantinno Capital Management
New York
$496K +$46.8K +937 +10%
ACMA
288
Arbor Capital Management (Alaska)
Alaska
$493K +$4.35K +87 +0.9%
GFG
289
Goldstone Financial Group
Illinois
$481K +$70.3K +1,407 +17%
BWM
290
BAM Wealth Management
Colorado
$480K +$480K +9,600 New
DAS
291
Dynamic Advisor Solutions
Arizona
$470K -$46.7K -935 -9%
WE
292
Wealth Effects
Massachusetts
$470K
Creative Planning
293
Creative Planning
Kansas
$467K -$25.4K -508 -5%
USCWA
294
U.S. Capital Wealth Advisors
Texas
$467K -$3.06M -61,274 -87%
PA
295
PFG Advisors
Arizona
$466K -$131K -2,612 -22%
CA
296
Claro Advisors
Massachusetts
$454K +$80K +1,600 +21%
IA
297
IFG Advisory
Georgia
$446K -$185K -3,697 -29%
SAI
298
Savvy Advisors Inc
New York
$428K +$87.4K +1,748 +26%
FLI
299
Family Legacy Inc
South Carolina
$426K
IAN
300
Integrated Advisors Network
Texas
$424K -$2.97M -59,510 -88%