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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
BDPWM
376
Barnes Dennig Private Wealth Management
Ohio
$172K
William Blair & Company
377
William Blair & Company
Illinois
$170K +$137K +2,734 +416%
TAM
378
Tucker Asset Management
Colorado
$169K +$3.3K +66 +2%
FHC
379
First Horizon Corporation
Tennessee
$144K
LFG
380
Larson Financial Group
Missouri
$142K -$29.5K -591 -17%
FNWA
381
Financial Network Wealth Advisors
Utah
$135K +$106K +2,128 +368%
CFD
382
Creative Financial Designs
Indiana
$133K -$77.5K -1,550 -37%
MWA
383
Medallion Wealth Advisors
Connecticut
$124K
MIM
384
MTM Investment Management
South Carolina
$109K
HIA
385
Harbor Investment Advisory
Maryland
$82.2K
KFAS
386
Keating Financial Advisory Services
Kansas
$76K +$76K +1,521 New
FHA
387
Flagship Harbor Advisors
Massachusetts
$68.8K +$68.8K +1,377 New
RCM
388
Raleigh Capital Management
North Carolina
$61K -$33.1K -663 -35%
WWMSC
389
Wagner Wealth Management (South Carolina)
South Carolina
$50.6K +$500 +10 +1%
HBW
390
Hazlett, Burt & Watson
West Virginia
$44K +$12.5K +250 +38%
ACA
391
Aptus Capital Advisors
Alabama
$41.2K -$2.6K -52 -6%
Bank of Montreal
392
Bank of Montreal
Ontario, Canada
$36.8K +$23.1K +463 +169%
ST
393
Smithfield Trust
Pennsylvania
$36K
CI
394
CX Institutional
Indiana
$29K +$200 +4 +0.7%
DFA
395
DHJJ Financial Advisors
Illinois
$26.2K
YDMI
396
Y.D. More Investments
Israel
$22.5K -$28.6K -573 -56%
DSC
397
Duncker Streett & Co
Missouri
$22.5K
Q1WB
398
Quest 10 Wealth Builders
Virginia
$22.1K -$6.75K -135 -23%
TWD
399
True Wealth Design
Ohio
$20K
BCWM
400
Bartlett & Co Wealth Management
Ohio
$17.3K +$3.15K +63 +22%