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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
PFS
26
Prospera Financial Services
Texas
$21.8M
BCM
27
Brookstone Capital Management
Illinois
$21.8M
IWA
28
Inspirion Wealth Advisors
Illinois
$20.8M
Cerity Partners
29
Cerity Partners
New York
$20.1M
SFS
30
Searcy Financial Services
Kansas
$19.5M
FEG
31
Financial Enhancement Group
Indiana
$18.1M
VAS
32
Vestmark Advisory Solutions
Massachusetts
$17.9M
P
33
&Partners
Tennessee
$17.8M
AWA
34
Aaron Wealth Advisors
Illinois
$17.6M
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$17M
SI
36
Stephens Inc
Arkansas
$17M
AFA
37
American Financial Advisors
Georgia
$16.8M
KPWS
38
Kestra Private Wealth Services
Texas
$16.4M
IWC
39
Integrated Wealth Concepts
Massachusetts
$16M
AAS
40
Avantax Advisory Services
Texas
$15.8M
FPW
41
Fairvoy Private Wealth
Alabama
$15.4M
TCM
42
TD Capital Management
Tennessee
$15.3M
NA
43
NewEdge Advisors
Louisiana
$15.3M
WCFA
44
Walkner Condon Financial Advisors
Wisconsin
$15.1M
CSIC
45
Clifford Swan Investment Counsel
California
$15.1M
GWM
46
Geneos Wealth Management
Colorado
$15.1M
OWP
47
Obermeyer Wealth Partners
Colorado
$14.7M
TPW
48
TL Private Wealth
Texas
$14.6M
PBF
49
Petix & Botte Financial
California
$13.7M
Mariner
50
Mariner
Kansas
$13.3M