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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
SAW
326
Signal Advisors Wealth
Michigan
$301K -$23.2K -464 -7%
AIC
327
Archer Investment Corporation
Indiana
$300K -$1.95K -39 -0.6%
LSPW
328
Lake Street Private Wealth
Illinois
$297K +$20.9K +419 +8%
LC
329
Luminist Capital
Michigan
$297K
KWA
330
Kingswood Wealth Advisors
California
$293K +$80.3K +1,606 +38%
TA
331
TrueWealth Advisors
Alabama
$290K +$10.4K +209 +4%
MAS
332
MPWM Advisory Solutions
Georgia
$287K
BHBT
333
Burke & Herbert Bank & Trust
Virginia
$287K +$287K +5,748 New
SWM
334
Spire Wealth Management
Virginia
$287K +$41.8K +837 +17%
MWA
335
Merkkuri Wealth Advisors
New York
$286K -$8.3K -166 -3%
RF
336
Rossby Financial
Florida
$279K +$2.4K +48 +0.9%
AA
337
Ancora Advisors
Ohio
$264K
RGF
338
Retirement Guys Formula
Ohio
$262K +$550 +11 +0.2%
BWP
339
Balboa Wealth Partners
Arizona
$257K +$257K +5,141 New
VT
340
Vise Technologies
New York
$254K +$254K +5,090 New
EL
341
Essex LLC
Illinois
$254K
SIS
342
Sound Income Strategies
Florida
$253K +$252K +5,033 New
Koshinski Asset Management
343
Koshinski Asset Management
Illinois
$251K -$42.1K -842 -14%
Mercer Global Advisors
344
Mercer Global Advisors
Colorado
$249K +$249K +4,987 New
T
345
Tidemark
California
$247K -$1.95K -39 -0.8%
WC
346
Waterloo Capital
Texas
$245K -$100 -2 -0%
Ameriprise
347
Ameriprise
Minnesota
$243K -$273K -5,462 -53%
RWB
348
RMR Wealth Builders
New Jersey
$242K
TAM
349
Titleist Asset Management
Texas
$237K +$8.3K +166 +4%
TWM
350
Trueblood Wealth Management
Ohio
$236K -$24.2K -485 -9%