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