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

410 hedge funds and large institutions have $3.95B 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, 155 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:

11% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 175

21% less funds holding in top 10

Funds holding in top 10: 3427 (-7)

Holders
410
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
BDPWM
376
Barnes Dennig Private Wealth Management
Ohio
$45.6K
GWANC
377
Guardian Wealth Advisors (North Carolina)
North Carolina
$40.6K
William Blair & Company
378
William Blair & Company
Illinois
$37.7K
ST
379
Smithfield Trust
Pennsylvania
$36K
HCM
380
Hollencrest Capital Management
California
$31.4K
CAM
381
Creekmur Asset Management
Illinois
$31.2K
SS
382
Sunbelt Securities
Texas
$29.4K
BCMLT
383
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.8K
DFA
384
DHJJ Financial Advisors
Illinois
$20.7K
CAWM
385
Capital A Wealth Management
Pennsylvania
$20.2K
HFS
386
Hantz Financial Services
Michigan
$20K
TWD
387
True Wealth Design
Ohio
$19.7K
RIL
388
Rothschild Investment LLC
Illinois
$16.5K
TIM
389
Total Investment Management
Arizona
$16.1K
WP
390
WealthShield Partners
North Carolina
$15K
KIG
391
Kessler Investment Group
Indiana
$15K
BCWM
392
Bartlett & Co Wealth Management
Ohio
$14K
ANBT
393
American National Bank & Trust
Texas
$13.7K
TSMHT
394
Thurston Springer Miller Herd & Titak
Indiana
$12.9K
S
395
Sachetta
Massachusetts
$12.8K
CVM
396
Cheviot Value Management
California
$12.6K
HBW
397
Hazlett, Burt & Watson
West Virginia
$12K
CFO
398
CVA Family Office
Colorado
$10.2K
AW
399
Avion Wealth
Texas
$10K
CAL
400
Capital Analysts LLC
Pennsylvania
$6K