We are live on ! Find out more
LMBS icon

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
SS
376
Sunbelt Securities
Texas
$13.1K -$16.8K -340 -56%
CVM
377
Cheviot Value Management
California
$12.8K
CFO
378
CVA Family Office
Colorado
$10.3K
SAM
379
Smartleaf Asset Management
Massachusetts
$8.85K +$8.81K +178 New
AG
380
AmeriFlex Group
Nevada
$7.07K +$1.93K +39 +38%
AW
381
Avion Wealth
Texas
$6K -$5K -101 -45%
CAL
382
Capital Analysts LLC
Pennsylvania
$6K +$445 +9 +8%
CAM
383
Creekmur Asset Management
Illinois
$5.13K -$26.2K -530 -84%
CW
384
Curio Wealth
Maryland
$4.98K
BNP Paribas Financial Markets
385
BNP Paribas Financial Markets
France
$3.88K -$845K -17,072 -100%
SWP
386
Strategic Wealth Partners
Ohio
$3.04K
ME
387
McIlrath & Eck
Washington
$2.99K +$148 +3 +5%
IWM
388
IMG Wealth Management
Florida
$2.8K
CJ
389
Caitlin John
Michigan
$2.04K +$2.03K +41 New
SL
390
Salomon & Ludwin
Virginia
$1.85K
CA
391
Clearstead Advisors
Ohio
$1.78K +$49 +1 +3%
HNB
392
Huntington National Bank
Ohio
$1.74K
TRCT
393
Tower Research Capital (TRC)
New York
$448 +$445 +9 New
GI
394
GAMMA Investing
California
$398
SAS
395
Spurstone Advisory Services
Connecticut
$398
RIA
396
Realta Investment Advisors
Delaware
$74 +$49 +1 New
SS
397
SBI Securities
Japan
$50 +$49 +1 New
SIS
398
Sound Income Strategies
Florida
$19
AFA
399
Alpha Financial Advisors
North Carolina
-$5.18M -105,213 Closed
VWA
400
Visionary Wealth Advisors
Illinois
-$3.85M -78,056 Closed