We are live on ! Find out more
LMBS icon

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

440 hedge funds and large institutions have $4.8B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 215 increasing their positions, 137 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

57% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 137

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

7% more capital invested

Capital invested by funds: $4.5B → $4.8B (+$305M)

3% more funds holding

Funds holding: 429440 (+11)

0.34% more ownership

Funds ownership: 78.74%79.08% (+0.34%)

Holders
440
Holders Change
+11
Holders Change %
+2.56%
% of All Funds
5.42%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.41%
New
50
Increased
215
Reduced
137
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
351
Balboa Wealth Partners
Arizona
$265K +$8.52K +170 +3%
JIP
352
Jaffetilchin Investment Partners
Florida
$264K -$48.4K -965 -15%
CCG
353
Cypress Capital Group
Florida
$264K -$687K -13,700 -72%
AA
354
Ancora Advisors
Ohio
$263K
VT
355
Vise Technologies
New York
$254K
NG
356
Novem Group
New York
$253K +$255K +5,083 New
EL
357
Essex LLC
Illinois
$253K
T
358
Tidemark
California
$247K +$351 +7 +0.1%
ACM
359
Alessandra Capital Management
California
$244K +$246K +4,900 New
WC
360
Waterloo Capital
Texas
$244K
SIS
361
Sound Income Strategies
Florida
$238K -$13.3K -266 -5%
RWB
362
RMR Wealth Builders
New Jersey
$236K -$4.26K -85 -2%
TWM
363
Trueblood Wealth Management
Ohio
$236K +$902 +18 +0.4%
GCA
364
Genesee Capital Advisors
New York
$235K +$2K +40 +0.9%
TWM
365
TRB Wealth Management
Texas
$235K +$237K +4,721 New
DWP
366
Daymark Wealth Partners
Ohio
$233K
GVAG
367
Great Valley Advisor Group
Delaware
$229K +$230K +4,595 New
TA
368
TrueWealth Advisors
Alabama
$228K -$61.1K -1,218 -21%
OAM
369
Occidental Asset Management
California
$225K +$227K +4,524 New
Koshinski Asset Management
370
Koshinski Asset Management
Illinois
$225K -$25.7K -513 -10%
MWM
371
Mosley Wealth Management
California
$223K +$1.75K +35 +0.8%
DWT
372
Dorsey & Whitney Trust
South Dakota
$222K -$802 -16 -0.4%
ZIM
373
Zacks Investment Management
Illinois
$214K
TPW
374
Talon Private Wealth
Florida
$213K +$215K +4,280 New
EPW
375
Evolve Private Wealth
California
$212K