LMBS icon

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

412 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, 157 increasing their positions, 175 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: 157 | Existing positions reduced: 175

21% less funds holding in top 10

Funds holding in top 10: 3427 (-7)

Holders
412
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
LSPW
351
Lake Street Private Wealth
Illinois
$221K
KWA
352
Kingswood Wealth Advisors
California
$218K
KWM
353
Kaydan Wealth Management
Michigan
$214K
PA
354
Parallel Advisors
California
$213K
RG
355
Rathbones Group
United Kingdom
$210K
CCP
356
Clarity Capital Partners
California
$208K
DWP
357
Daymark Wealth Partners
Ohio
$208K
BFG
358
Beacon Financial Group
Texas
$208K
NG
359
Novem Group
New York
$207K
CICC
360
Capital Investment Counsel (Colorado)
Colorado
$207K
LSA
361
Lion Street Advisors
Texas
$205K
TAM
362
Titleist Asset Management
Texas
$202K
LFG
363
Larson Financial Group
Missouri
$197K
PNC Financial Services Group
364
PNC Financial Services Group
Pennsylvania
$174K
GSWM
365
Golden State Wealth Management
California
$164K
PB
366
Pinnacle Bancorp
Nebraska
$159K
HIA
367
Harbor Investment Advisory
Maryland
$135K
MIM
368
MTM Investment Management
South Carolina
$107K
OIA
369
Optimum Investment Advisors
Illinois
$93.6K
RCM
370
Raleigh Capital Management
North Carolina
$91.8K
RF
371
Rossby Financial
Florida
$87.6K
RAM
372
Riggs Asset Management
Pennsylvania
$84.6K
YDMI
373
Y.D. More Investments
Israel
$78.1K
ADL
374
Asset Dedication LLC
California
$67.2K
ACA
375
Aptus Capital Advisors
Alabama
$54K