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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
WCM
301
Winebrenner Capital Management
Kentucky
$422K -$11.5K -230 -3%
WANY
302
Wealthspire Advisors (New York)
New York
$415K
AF
303
Allworth Financial
California
$409K -$18.3K -366 -4%
LFA
304
Laraway Financial Advisors
Minnesota
$405K -$29.8K -596 -7%
SIG
305
Sargent Investment Group
Maryland
$402K +$402K +8,035 New
OWA
306
OakTrust Wealth Advisors
Connecticut
$390K +$390K +7,803 New
TWP
307
Triad Wealth Partners
Kansas
$385K +$385K +7,703 New
1W
308
1776 Wealth
Georgia
$384K
NB
309
NBT Bank
New York
$362K
PTP
310
Platform Technology Partners
New York
$361K -$30K -601 -8%
BWA
311
BlueChip Wealth Advisors
Georgia
$359K -$68.5K -1,370 -16%
FFN
312
Focus Financial Network
Minnesota
$342K -$27.8K -557 -8%
WMA
313
West Michigan Advisors
Michigan
$337K -$11.9K -238 -3%
WMA
314
Wealth Management Associates
New Jersey
$335K +$450 +9 +0.1%
CF
315
Centaurus Financial
California
$330K +$93.8K +1,877 +40%
RIS
316
Retirement Income Solutions
Michigan
$329K
JMA
317
J.M. Arbour
Maine
$329K +$329K +6,577 New
IWA
318
Integrity Wealth Advisors
California
$325K -$1.18M -23,547 -78%
MPIA
319
Milestones Private Investment Advisors
New York
$323K -$22.3K -447 -6%
E
320
Entelevest
Florida
$321K +$321K +6,425 New
PCS
321
Private Client Services
Kentucky
$319K +$750 +15 +0.2%
JIP
322
Jaffetilchin Investment Partners
Florida
$314K +$3.15K +63 +1%
CAC
323
Certified Advisory Corp
Florida
$313K +$38.3K +766 +14%
PA
324
Parallel Advisors
California
$311K +$92.9K +1,858 +43%
LFAS
325
Level Four Advisory Services
Texas
$307K +$74K +1,481 +32%