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
OWAL
301
OakTrust Wealth Advisors, LLC
Connecticut
$390K
TWP
302
Triad Wealth Partners
Kansas
$385K
1W
303
1776 Wealth
Georgia
$384K
NB
304
NBT Bank
New York
$362K
PTP
305
Platform Technology Partners
New York
$361K
BWA
306
BlueChip Wealth Advisors
Georgia
$359K
FFN
307
Focus Financial Network
Minnesota
$342K
WMA
308
West Michigan Advisors
Michigan
$337K
WMA
309
Wealth Management Associates
New Jersey
$335K
CF
310
Centaurus Financial
California
$330K
RIS
311
Retirement Income Solutions
Michigan
$329K
JMA
312
J.M. Arbour
Maine
$329K
IWA
313
Integrity Wealth Advisors
California
$325K
MPIA
314
Milestones Private Investment Advisors
New York
$323K
E
315
Entelevest
Florida
$321K
PCS
316
Private Client Services
Kentucky
$319K
JIP
317
Jaffetilchin Investment Partners
Florida
$314K
CAC
318
Certified Advisory Corp
Florida
$313K
PA
319
Parallel Advisors
California
$311K
LFAS
320
Level Four Advisory Services
Texas
$307K
SAW
321
Signal Advisors Wealth
Michigan
$301K
AIC
322
Archer Investment Corporation
Indiana
$300K
LSPW
323
Lake Street Private Wealth
Illinois
$297K
LC
324
Luminist Capital
Michigan
$297K
KWA
325
Kingswood Wealth Advisors
California
$293K