LMBS icon

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

423 hedge funds and large institutions have $4.49B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 186 increasing their positions, 143 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$250K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
276
Capital Investment Advisory Services
North Carolina
$529K
CCG
277
Capital CS Group
California
$511K
WWM
278
Western Wealth Management
Colorado
$510K
SIM
279
SSI Investment Management
California
$504K
MWM
280
Meridian Wealth Management
Kentucky
$499K
GM
281
GeoWealth Management
Illinois
$499K
QCM
282
Quantinno Capital Management
New York
$496K
ACMA
283
Arbor Capital Management (Alaska)
Alaska
$493K
GFG
284
Goldstone Financial Group
Illinois
$481K
BWM
285
BAM Wealth Management
Colorado
$480K
DAS
286
Dynamic Advisor Solutions
Arizona
$470K
WE
287
Wealth Effects
Massachusetts
$470K
Creative Planning
288
Creative Planning
Kansas
$467K
USCWA
289
U.S. Capital Wealth Advisors
Texas
$467K
PA
290
PFG Advisors
Arizona
$466K
CA
291
Claro Advisors
Massachusetts
$454K
IA
292
IFG Advisory
Georgia
$446K
SAI
293
Savvy Advisors Inc
New York
$428K
FLI
294
Family Legacy Inc
South Carolina
$426K
IAN
295
Integrated Advisors Network
Texas
$424K
WCM
296
Winebrenner Capital Management
Kentucky
$422K
WANY
297
Wealthspire Advisors (New York)
New York
$415K
AF
298
Allworth Financial
California
$409K
LFA
299
Laraway Financial Advisors
Minnesota
$405K
SIG
300
Sargent Investment Group
Maryland
$402K