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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 %
Betterment LLC
301
Betterment LLC
New York
$329K +$33.6K +681 +11%
WMA
302
Wealth Management Associates
New Jersey
$329K +$443 +9 +0.1%
GPW
303
Gentry Private Wealth
Kansas
$323K -$752K -15,275 -70%
KCFA
304
Key Client Fiduciary Advisors
New Jersey
$322K
CWM
305
Cornerstone Wealth Management
Missouri
$316K -$493 -10 -0.2%
AFP
306
Ausdal Financial Partners
Iowa
$316K -$2.96K -60 -0.9%
PCS
307
Private Client Services
Kentucky
$315K -$36.7K -745 -10%
CIAS
308
Capital Investment Advisory Services
North Carolina
$301K +$246 +5 +0.1%
AIC
309
Archer Investment Corporation
Indiana
$298K +$2.12K +43 +0.7%
WIA
310
World Investment Advisors
California
$296K -$108K -2,183 -27%
LC
311
Luminist Capital
Michigan
$292K
HA
312
Herold Advisors
New York
$286K -$180K -3,663 -39%
AF
313
Advisornet Financial
Minnesota
$285K +$69.6K +1,413 +32%
MAS
314
MPWM Advisory Solutions
Georgia
$284K +$284K +5,761 New
WFA
315
WMG Financial Advisors
Tennessee
$283K -$1.08K -22 -0.4%
SAW
316
Signal Advisors Wealth
Michigan
$279K +$52.9K +1,073 +23%
EWA
317
EP Wealth Advisors
California
$279K +$279K +5,657 New
Koshinski Asset Management
318
Koshinski Asset Management
Illinois
$274K -$10.1K -205 -4%
CFS
319
Commonwealth Financial Services
West Virginia
$267K -$6.81M -138,243 -96%
TA
320
TrueWealth Advisors
Alabama
$261K +$261K +5,302 New
AA
321
Ancora Advisors
Ohio
$260K
T
322
Tidemark
California
$259K +$49.7K +1,009 +24%
RGF
323
Retirement Guys Formula
Ohio
$258K
MMA
324
Miracle Mile Advisors
California
$257K
TWM
325
Trueblood Wealth Management
Ohio
$256K +$197 +4 +0.1%