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

440 hedge funds and large institutions have $4.8B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 215 increasing their positions, 137 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

57% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 137

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

7% more capital invested

Capital invested by funds: $4.5B → $4.8B (+$305M)

3% more funds holding

Funds holding: 429440 (+11)

0.34% more ownership

Funds ownership: 78.74%79.08% (+0.34%)

Holders
440
Holders Change
+11
Holders Change %
+2.56%
% of All Funds
5.42%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.41%
New
50
Increased
215
Reduced
137
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Prism Advisors
California
$15.5M +$304K +6,065 +2%
OWP
52
Obermeyer Wealth Partners
Colorado
$15.2M -$1.02M -20,322 -6%
IA
53
IFP Advisors
Florida
$14.7M -$589K -11,749 -4%
CFS
54
Commonwealth Financial Services
West Virginia
$14.6M +$14.5M +289,982 +7,162%
CSIC
55
Clifford Swan Investment Counsel
California
$14.5M -$568K -11,332 -4%
SAM
56
Secure Asset Management
Michigan
$13.8M +$1.28M +25,435 +10%
WFS
57
Weitzel Financial Services
Iowa
$13M +$693K +13,816 +6%
KAS
58
Kestra Advisory Services
Texas
$13M -$545K -10,868 -4%
Truist Financial
59
Truist Financial
North Carolina
$12.9M +$846K +16,871 +7%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$12.7M +$12.6M +250,784 +5,029%
AWC
61
Adamsbrown Wealth Consultants
Kansas
$12.6M +$1.45M +28,975 +13%
CWA
62
Centennial Wealth Advisory
Michigan
$12.5M +$5.98M +119,195 +90%
CF
63
Carter Financial
California
$11.9M +$1.56M +31,039 +15%
FIA
64
Foundations Investment Advisors
Arizona
$11.9M -$277K -5,531 -2%
PSCM
65
Per Stirling Capital Management
Texas
$11.7M +$3.33M +66,414 +39%
GWM
66
Geneos Wealth Management
Colorado
$11.7M +$1.81M +36,106 +18%
RWA
67
Redhawk Wealth Advisors
Minnesota
$11.3M +$1.16M +23,102 +11%
PP
68
PFS Partners
New Jersey
$11.2M +$254K +5,058 +2%
MML Investors Services
69
MML Investors Services
Massachusetts
$10.8M -$460K -9,177 -4%
PBF
70
Petix & Botte Financial
California
$10.6M -$5.98M -119,288 -53%
GBT
71
Grove Bank & Trust
Florida
$10.4M +$588K +11,727 +6%
WB
72
WesBanco Bank
West Virginia
$10.3M +$3.4M +67,765 +49%
AIP
73
Ameritas Investment Partners
Nebraska
$10.1M +$295K +5,881 +3%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$9.77M +$9.83M +196,111 New
BAM
75
Bellevue Asset Management
Washington
$9.65M +$124K +2,471 +1%