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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
MAS
301
MPWM Advisory Solutions
Georgia
$286K -$495 -10 -0.2%
SEP
302
Southland Equity Partners
Missouri
$282K -$235K -4,745 -46%
HF
303
HRT Financial
New York
$280K +$279K +5,627 New
TA
304
TrueWealth Advisors
Alabama
$278K +$14.2K +286 +5%
RF
305
Rossby Financial
Florida
$276K +$186K +3,759 +211%
LSPW
306
Lake Street Private Wealth
Illinois
$275K +$51.4K +1,039 +23%
CAC
307
Certified Advisory Corp
Florida
$273K +$23.1K +466 +9%
ONSWM
308
Old North State Wealth Management
North Carolina
$271K +$270K +5,447 New
WFA
309
WMG Financial Advisors
Tennessee
$266K -$19.8K -400 -7%
AA
310
Ancora Advisors
Ohio
$263K
RGF
311
Retirement Guys Formula
Ohio
$261K
US Bancorp
312
US Bancorp
Minnesota
$260K -$303K -6,129 -54%
TWM
313
Trueblood Wealth Management
Ohio
$259K +$544 +11 +0.2%
EL
314
Essex LLC
Illinois
$253K
FHC
315
First Heartland Consultants
Missouri
$252K -$5.39M -108,887 -96%
DWP
316
Daymark Wealth Partners
Ohio
$250K +$39K +787 +19%
T
317
Tidemark
California
$248K -$13.3K -269 -5%
SWM
318
Spire Wealth Management
Virginia
$244K -$90.4K -1,826 -27%
WC
319
Waterloo Capital
Texas
$244K -$1.19K -24 -0.5%
FFA
320
Farther Finance Advisors
California
$241K -$12.6K -254 -5%
RWB
321
RMR Wealth Builders
New Jersey
$241K -$283K -5,719 -54%
CF
322
Centaurus Financial
California
$236K +$7.18K +145 +3%
MWM
323
Maripau Wealth Management
Indiana
$235K +$234K +4,727 New
LFAS
324
Level Four Advisory Services
Texas
$232K +$5.1K +103 +2%
PWS
325
Proactive Wealth Strategies
Georgia
$231K -$99 -2 -0%