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

396 hedge funds and large institutions have $4.22B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 204 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 133

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

6% more capital invested

Capital invested by funds: $3.98B → $4.22B (+$245M)

0.42% more ownership

Funds ownership: 77.97%78.39% (+0.42%)

5% less funds holding

Funds holding: 416396 (-20)

29% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 38

Holders
396
Holders Change
-20
Holders Change %
-4.81%
% of All Funds
5.2%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.41%
New
27
Increased
204
Reduced
133
Closed
38
Calls
$249K
Puts
Net Calls
+$249K
Net Calls Change
-$81K
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
351
Medallion Wealth Advisors
Connecticut
$123K -$3.22K -65 -3%
MIM
352
MTM Investment Management
South Carolina
$108K
OIA
353
Optimum Investment Advisors
Illinois
$94.6K
RCM
354
Raleigh Capital Management
North Carolina
$93.7K +$940 +19 +1%
HIA
355
Harbor Investment Advisory
Maryland
$81.9K -$54.5K -1,101 -40%
YDMI
356
Y.D. More Investments
Israel
$50.6K -$28.4K -573 -36%
WWMSC
357
Wagner Wealth Management (South Carolina)
South Carolina
$50K +$495 +10 +1%
ACA
358
Aptus Capital Advisors
Alabama
$43.7K -$10.9K -220 -20%
ST
359
Smithfield Trust
Pennsylvania
$36K
William Blair & Company
360
William Blair & Company
Illinois
$32.7K -$5.39K -109 -14%
HBW
361
Hazlett, Burt & Watson
West Virginia
$32K +$19.8K +400 +160%
FNWA
362
Financial Network Wealth Advisors
Utah
$28.8K +$28.6K +578 New
Q1WB
363
Quest 10 Wealth Builders
Virginia
$28.7K
CI
364
CX Institutional
Indiana
$28K +$28.2K +570 New
HCM
365
Hollencrest Capital Management
California
$27.3K -$4.46K -90 -14%
DFA
366
DHJJ Financial Advisors
Illinois
$26.1K +$5.15K +104 +25%
PAM
367
Palisade Asset Management
Minnesota
$25.8K +$25.6K +518 New
DSC
368
Duncker Streett & Co
Missouri
$22.4K +$22.3K +450 New
TWD
369
True Wealth Design
Ohio
$19.9K
RIL
370
Rothschild Investment LLC
Illinois
$16.7K
WP
371
WealthShield Partners
North Carolina
$15.2K
BCWM
372
Bartlett & Co Wealth Management
Ohio
$14.1K
ANBT
373
American National Bank & Trust
Texas
$13.9K
Bank of Montreal
374
Bank of Montreal
Ontario, Canada
$13.6K +$13.6K +274 New
CFB
375
Cullen/Frost Bankers
Texas
$13.6K +$13.5K +273 New