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

410 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 38 funds opening new positions, 155 increasing their positions, 175 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

11% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 175

21% less funds holding in top 10

Funds holding in top 10: 3427 (-7)

Holders
410
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$330K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Spire Wealth Management
Virginia
$331K
WMA
302
West Michigan Advisors
Michigan
$329K
Betterment LLC
303
Betterment LLC
New York
$329K
WMA
304
Wealth Management Associates
New Jersey
$329K
GPW
305
Gentry Private Wealth
Kansas
$323K
KCFA
306
Key Client Fiduciary Advisors
New Jersey
$322K
CWM
307
Cornerstone Wealth Management
Missouri
$316K
AFP
308
Ausdal Financial Partners
Iowa
$316K
PCS
309
Private Client Services
Kentucky
$315K
CIAS
310
Capital Investment Advisory Services
North Carolina
$301K
AIC
311
Archer Investment Corporation
Indiana
$298K
WIA
312
World Investment Advisors
California
$296K
LC
313
Luminist Capital
Michigan
$292K
HA
314
Herold Advisors
New York
$286K
AF
315
Advisornet Financial
Minnesota
$285K
MAS
316
MPWM Advisory Solutions
Georgia
$284K
WFA
317
WMG Financial Advisors
Tennessee
$283K
SAW
318
Signal Advisors Wealth
Michigan
$279K
EWA
319
EP Wealth Advisors
California
$279K
Koshinski Asset Management
320
Koshinski Asset Management
Illinois
$274K
CFS
321
Commonwealth Financial Services
West Virginia
$267K
TA
322
TrueWealth Advisors
Alabama
$261K
AA
323
Ancora Advisors
Ohio
$260K
T
324
Tidemark
California
$259K
RGF
325
Retirement Guys Formula
Ohio
$258K