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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
PAG
26
Private Advisor Group
New Jersey
$27.2M +$12.9M +258,642 +90%
HCA
27
Heck Capital Advisors
Wisconsin
$26.6M +$2.06M +41,144 +8%
HI
28
Harbour Investments
Wisconsin
$26.4M +$2.26M +45,303 +9%
TC
29
Trilogy Capital
California
$24.5M +$135K +2,708 +0.6%
AWA
30
Aaron Wealth Advisors
Illinois
$22.9M +$5.41M +108,212 +31%
BCM
31
Brookstone Capital Management
Illinois
$22.6M +$929K +18,576 +4%
Cerity Partners
32
Cerity Partners
New York
$21.7M +$155K +3,105 +0.7%
PFS
33
Prospera Financial Services
Texas
$21.7M -$815K -16,309 -4%
SFS
34
Searcy Financial Services
Kansas
$21.1M +$737K +14,742 +4%
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$21M +$4.03M +80,543 +24%
IWA
36
Inspirion Wealth Advisors
Illinois
$20.4M -$815K -16,298 -4%
P
37
&Partners
Tennessee
$20.2M +$950K +19,004 +5%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$19.5M +$2.34M +46,801 +14%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$19.1M +$6.75M +135,081 +55%
KPWS
40
Kestra Private Wealth Services
Texas
$18.8M +$2.98M +59,519 +19%
LCAM
41
London & Capital Asset Management
United Kingdom
$18.1M +$18.1M +362,799 New
SI
42
Stephens Inc
Arkansas
$17.9M +$478K +9,555 +3%
AFA
43
American Financial Advisors
Georgia
$17.2M +$361K +7,227 +2%
MYIA
44
Mount Yale Investment Advisors
Colorado
$16.8M -$5.67M -113,329 -25%
TPW
45
TL Private Wealth
Texas
$16.7M +$222K +4,436 +1%
Mariner
46
Mariner
Kansas
$16.5M +$3.15M +63,056 +24%
OWP
47
Obermeyer Wealth Partners
Colorado
$16.3M +$949K +18,980 +6%
IWC
48
Integrated Wealth Concepts
Massachusetts
$16.1M -$2.22M -44,466 -12%
NA
49
NewEdge Advisors
Louisiana
$16M +$745K +14,906 +5%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$15.7M +$2.97M +59,371 +23%