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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
ADL
376
Asset Dedication LLC
California
$67.2K
ACA
377
Aptus Capital Advisors
Alabama
$54K
WWM
378
Wagner Wealth Management
South Carolina
$48.9K
BDPWM
379
Barnes Dennig Private Wealth Management
Ohio
$45.6K
GWANC
380
Guardian Wealth Advisors (North Carolina)
North Carolina
$40.6K
William Blair & Company
381
William Blair & Company
Illinois
$37.7K
ST
382
Smithfield Trust
Pennsylvania
$36K
HCM
383
Hollencrest Capital Management
California
$31.4K
CAM
384
Creekmur Asset Management
Illinois
$31.2K
SS
385
Sunbelt Securities
Texas
$29.4K
Q1WB
386
Quest 10 Wealth Builders
Virginia
$28.4K
BCMLT
387
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.8K
DFA
388
DHJJ Financial Advisors
Illinois
$20.7K
CAWM
389
Capital A Wealth Management
Pennsylvania
$20.2K
HFS
390
Hantz Financial Services
Michigan
$20K
TWD
391
True Wealth Design
Ohio
$19.7K
RIL
392
Rothschild Investment LLC
Illinois
$16.5K
TIM
393
Total Investment Management
Arizona
$16.1K
WP
394
WealthShield Partners
North Carolina
$15K
KIG
395
Kessler Investment Group
Indiana
$15K
BCWM
396
Bartlett & Co Wealth Management
Ohio
$14K
ANBT
397
American National Bank & Trust
Texas
$13.7K
TSMHT
398
Thurston Springer Miller Herd & Titak
Indiana
$12.9K
S
399
Sachetta
Massachusetts
$12.8K
CVM
400
Cheviot Value Management
California
$12.6K