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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
WWM
376
Wagner Wealth Management
South Carolina
$48.9K
BDPWM
377
Barnes Dennig Private Wealth Management
Ohio
$45.6K
GWANC
378
Guardian Wealth Advisors (North Carolina)
North Carolina
$40.6K
William Blair & Company
379
William Blair & Company
Illinois
$37.7K
ST
380
Smithfield Trust
Pennsylvania
$36K
HCM
381
Hollencrest Capital Management
California
$31.4K
CAM
382
Creekmur Asset Management
Illinois
$31.2K
SS
383
Sunbelt Securities
Texas
$29.4K
Q1WB
384
Quest 10 Wealth Builders
Virginia
$28.4K
BCMLT
385
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.8K
DFA
386
DHJJ Financial Advisors
Illinois
$20.7K
CAWM
387
Capital A Wealth Management
Pennsylvania
$20.2K
HFS
388
Hantz Financial Services
Michigan
$20K
TWD
389
True Wealth Design
Ohio
$19.7K
RIL
390
Rothschild Investment LLC
Illinois
$16.5K
TIM
391
Total Investment Management
Arizona
$16.1K
WP
392
WealthShield Partners
North Carolina
$15K
KIG
393
Kessler Investment Group
Indiana
$15K
BCWM
394
Bartlett & Co Wealth Management
Ohio
$14K
ANBT
395
American National Bank & Trust
Texas
$13.7K
TSMHT
396
Thurston Springer Miller Herd & Titak
Indiana
$12.9K
S
397
Sachetta
Massachusetts
$12.8K
CVM
398
Cheviot Value Management
California
$12.6K
HBW
399
Hazlett, Burt & Watson
West Virginia
$12K
CFO
400
CVA Family Office
Colorado
$10.2K