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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
SAS
426
Spurstone Advisory Services
Connecticut
$400
HNB
427
Huntington National Bank
Ohio
$100
SS
428
SBI Securities
Japan
$100 +$50 +1 +100%
RIA
429
Realta Investment Advisors
Delaware
$74
MI
430
Motiv8 Investments
Florida
$56 +$56.1K +1,123 New
LAS
431
Lloyd Advisory Services
Georgia
$21
FEG
432
Financial Enhancement Group
Indiana
-$15.4M -309,533 Closed
KFP
433
KMG Fiduciary Partners
Ohio
-$2.47M -49,638 Closed
BAS
434
Brueske Advisory Services
Washington
-$544K -10,926 Closed
CWA
435
Crux Wealth Advisors
California
-$452K -9,080 Closed
SWM
436
Stockman Wealth Management
Montana
-$398K -8,000 Closed
SFC
437
Strategic Financial Concepts
Texas
-$335K -6,730 Closed
CWM
438
Cornerstone Wealth Management
Missouri
-$303K -6,076 Closed
SEP
439
Southland Equity Partners
Missouri
-$282K -5,671 Closed
HF
440
HRT Financial
New York
-$280K -5,627 Closed
ONSWM
441
Old North State Wealth Management
North Carolina
-$271K -5,447 Closed
WFA
442
WMG Financial Advisors
Tennessee
-$266K -5,349 Closed
FHC
443
First Heartland Consultants
Missouri
-$252K -5,052 Closed
MP
444
Moment Partners
California
-$230K -4,628 Closed
HFP
445
Holistic Financial Partners
Indiana
-$217K -4,353 Closed
HCM
446
Hollencrest Capital Management
California
-$27.3K -548 Closed
PAM
447
Palisade Asset Management
Minnesota
-$25.8K -518 Closed
WP
448
WealthShield Partners
North Carolina
-$15.2K -305 Closed
CFO
449
CVA Family Office
Colorado
-$10.3K -207 Closed
SWP
450
Strategic Wealth Partners
Ohio
-$3.04K -61 Closed