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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
AW
401
Avion Wealth
Texas
$10K
CAL
402
Capital Analysts LLC
Pennsylvania
$6K
AG
403
AmeriFlex Group
Nevada
$5.08K
CW
404
Curio Wealth
Maryland
$4.93K
T
405
Transce3nd
Texas
$3.79K
SWP
406
Strategic Wealth Partners
Ohio
$3K
ME
407
McIlrath & Eck
Washington
$2.81K
IWM
408
IMG Wealth Management
Florida
$2.77K
SL
409
Salomon & Ludwin
Virginia
$1.82K
CA
410
Clearstead Advisors
Ohio
$1.75K
HNB
411
Huntington National Bank
Ohio
$1.73K
GI
412
GAMMA Investing
California
$394
SAS
413
Spurstone Advisory Services
Connecticut
$394
SIS
414
Sound Income Strategies
Florida
$19
PFG
415
Prosperity Financial Group
California
VCM
416
Virtue Capital Management
Tennessee
CWP
417
Core Wealth Partners
California
TWM
418
Tanager Wealth Management
United Kingdom
SI
419
Shaker Investments
Ohio
RIA
420
Realta Investment Advisors
Delaware
AA
421
Armis Advisers
Georgia
SFG
422
Sovereign Financial Group
Connecticut
CRWM
423
Castle Rock Wealth Management
California
SIM
424
Synergy Investment Management
Florida
SC
425
SouthState Corp
Florida