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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
HBW
401
Hazlett, Burt & Watson
West Virginia
$12K
CFO
402
CVA Family Office
Colorado
$10.2K
AW
403
Avion Wealth
Texas
$10K
CAL
404
Capital Analysts LLC
Pennsylvania
$6K
AG
405
AmeriFlex Group
Nevada
$5.08K
CW
406
Curio Wealth
Maryland
$4.93K
T
407
Transce3nd
Texas
$3.79K
SWP
408
Strategic Wealth Partners
Ohio
$3K
ME
409
McIlrath & Eck
Washington
$2.81K
IWM
410
IMG Wealth Management
Florida
$2.77K
SL
411
Salomon & Ludwin
Virginia
$1.82K
CA
412
Clearstead Advisors
Ohio
$1.75K
HNB
413
Huntington National Bank
Ohio
$1.73K
GI
414
GAMMA Investing
California
$394
SAS
415
Spurstone Advisory Services
Connecticut
$394
SIS
416
Sound Income Strategies
Florida
$19
PFG
417
Prosperity Financial Group
California
VCM
418
Virtue Capital Management
Tennessee
CWP
419
Core Wealth Partners
California
TWM
420
Tanager Wealth Management
United Kingdom
SI
421
Shaker Investments
Ohio
RIA
422
Realta Investment Advisors
Delaware
AA
423
Armis Advisers
Georgia
SFG
424
Sovereign Financial Group
Connecticut
CRWM
425
Castle Rock Wealth Management
California