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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

396 hedge funds and large institutions have $4.22B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 204 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 133

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

6% more capital invested

Capital invested by funds: $3.98B → $4.22B (+$245M)

0.42% more ownership

Funds ownership: 77.97%78.39% (+0.42%)

5% less funds holding

Funds holding: 416396 (-20)

29% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 38

Holders
396
Holders Change
-20
Holders Change %
-4.81%
% of All Funds
5.2%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.41%
New
27
Increased
204
Reduced
133
Closed
38
Calls
$249K
Puts
Net Calls
+$249K
Net Calls Change
-$81K
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
26
Prospera Financial Services
Texas
$22.5M +$373K +7,541 +2%
MYIA
27
Mount Yale Investment Advisors
Colorado
$22.4M +$22.2M +449,405 New
BCM
28
Brookstone Capital Management
Illinois
$21.6M -$374K -7,553 -2%
Cerity Partners
29
Cerity Partners
New York
$21.5M +$1.23M +24,782 +6%
IWA
30
Inspirion Wealth Advisors
Illinois
$21M +$108K +2,188 +0.5%
HIS
31
Harvest Investment Services
Illinois
$21M -$1.35M -27,352 -6%
SFS
32
Searcy Financial Services
Kansas
$20.3M +$598K +12,081 +3%
P
33
&Partners
Tennessee
$19.1M +$1.15M +23,264 +6%
IWC
34
Integrated Wealth Concepts
Massachusetts
$18.2M +$2.02M +40,739 +13%
AWA
35
Aaron Wealth Advisors
Illinois
$17.4M -$349K -7,060 -2%
SI
36
Stephens Inc
Arkansas
$17.4M +$226K +4,564 +1%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$17.1M -$113K -2,273 -0.7%
WCFA
38
Walkner Condon Financial Advisors
Wisconsin
$16.9M +$1.63M +32,853 +11%
AFA
39
American Financial Advisors
Georgia
$16.8M -$187K -3,768 -1%
TPW
40
TL Private Wealth
Texas
$16.4M +$1.48M +29,884 +10%
CSIC
41
Clifford Swan Investment Counsel
California
$16.3M +$1.02M +20,642 +7%
KPWS
42
Kestra Private Wealth Services
Texas
$15.8M -$799K -16,144 -5%
FEG
43
Financial Enhancement Group
Indiana
$15.4M -$2.95M -59,506 -16%
GWM
44
Geneos Wealth Management
Colorado
$15.3M +$107K +2,156 +0.7%
NA
45
NewEdge Advisors
Louisiana
$15.2M -$188K -3,796 -1%
OWP
46
Obermeyer Wealth Partners
Colorado
$15.2M +$334K +6,753 +2%
TCM
47
TD Capital Management
Tennessee
$15.2M -$232K -4,684 -2%
AssetMark Inc
48
AssetMark Inc
California
$14.8M +$2.25M +45,470 +18%
FPW
49
Fairvoy Private Wealth
Alabama
$14.6M -$908K -18,348 -6%
PAG
50
Private Advisor Group
New Jersey
$14.3M +$1.23M +24,894 +10%