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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
PWS
351
Proactive Wealth Strategies
Georgia
$234K +$2.35K +47 +1%
DWP
352
Daymark Wealth Partners
Ohio
$234K -$16.4K -328 -7%
GCA
353
Genesee Capital Advisors
New York
$234K +$2.05K +41 +0.9%
HIW
354
Holos Integrated Wealth
Pennsylvania
$224K
DWT
355
Dorsey & Whitney Trust
South Dakota
$223K +$3.8K +76 +2%
MWM
356
Mosley Wealth Management
California
$222K +$222K +4,443 New
VDC
357
Van Diest Capital
Iowa
$222K +$222K +4,432 New
GWSG
358
GPS Wealth Strategies Group
Colorado
$217K -$754K -15,074 -78%
ZIM
359
Zacks Investment Management
Illinois
$215K +$215K +4,298 New
TW
360
Tempo Wealth
Ohio
$214K +$214K +4,278 New
EPW
361
Evolve Private Wealth
California
$213K +$213K +4,260 New
HHCP
362
Hilton Head Capital Partners
South Carolina
$213K +$213K +4,255 New
AF
363
Advisornet Financial
Minnesota
$213K -$11.2K -224 -5%
MI
364
Moneywise Inc
Virginia
$212K -$5.7K -114 -3%
US Bancorp
365
US Bancorp
Minnesota
$212K -$49.8K -997 -19%
AAS
366
Asset Allocation Strategies
Michigan
$211K +$211K +4,216 New
SB
367
Strategic Blueprint
Georgia
$209K +$300 +6 +0.1%
KWM
368
Kaydan Wealth Management
Michigan
$206K
Betterment LLC
369
Betterment LLC
New York
$205K +$205K +4,103 New
MWM
370
Maripau Wealth Management
Indiana
$204K -$31.9K -639 -14%
AWA
371
Arete Wealth Advisors
Illinois
$204K +$204K +4,081 New
CFS
372
Commonwealth Financial Services
West Virginia
$202K +$202K +4,049 New
PB
373
Pinnacle Bancorp
Nebraska
$187K +$22.5K +450 +14%
SAM
374
Smartleaf Asset Management
Massachusetts
$186K +$177K +3,543 +1,990%
PNC Financial Services Group
375
PNC Financial Services Group
Pennsylvania
$178K +$500 +10 +0.3%