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

414 hedge funds and large institutions have $3.97B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 176 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

10% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 176

21% less funds holding in top 10

Funds holding in top 10: 3427 (-7)

Holders
414
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$330K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIW
351
Holos Integrated Wealth
Pennsylvania
$222K
LSPW
352
Lake Street Private Wealth
Illinois
$221K
KWA
353
Kingswood Wealth Advisors
California
$218K
KWM
354
Kaydan Wealth Management
Michigan
$214K
PA
355
Parallel Advisors
California
$213K
RG
356
Rathbones Group
United Kingdom
$210K
CCP
357
Clarity Capital Partners
California
$208K
DWP
358
Daymark Wealth Partners
Ohio
$208K
BFG
359
Beacon Financial Group
Texas
$208K
NG
360
Novem Group
New York
$207K
CICC
361
Capital Investment Counsel (Colorado)
Colorado
$207K
LSA
362
Lion Street Advisors
Texas
$205K
TAM
363
Titleist Asset Management
Texas
$202K
LFG
364
Larson Financial Group
Missouri
$197K
TAM
365
Tucker Asset Management
Colorado
$194K
PNC Financial Services Group
366
PNC Financial Services Group
Pennsylvania
$174K
GSWM
367
Golden State Wealth Management
California
$164K
PB
368
Pinnacle Bancorp
Nebraska
$159K
HIA
369
Harbor Investment Advisory
Maryland
$135K
MIM
370
MTM Investment Management
South Carolina
$107K
OIA
371
Optimum Investment Advisors
Illinois
$93.6K
RCM
372
Raleigh Capital Management
North Carolina
$91.8K
RF
373
Rossby Financial
Florida
$87.6K
RAM
374
Riggs Asset Management
Pennsylvania
$84.6K
YDMI
375
Y.D. More Investments
Israel
$78.1K