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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
AI
51
Atria Investments
North Carolina
$13.9M +$670K +13,536 +5%
PA
52
Prism Advisors
California
$13.8M +$658K +13,284 +5%
IA
53
IFP Advisors
Florida
$13.6M +$2.47M +49,906 +22%
LRWA
54
Long Run Wealth Advisors
New York
$13.5M +$1.07M +21,540 +9%
Mariner
55
Mariner
Kansas
$13.3M -$151K -3,051 -1%
PBF
56
Petix & Botte Financial
California
$13M -$814K -16,442 -6%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$12.7M +$238K +4,815 +2%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$12.3M +$4.69M +94,684 +62%
Truist Financial
59
Truist Financial
North Carolina
$12.3M -$723K -14,598 -6%
KAS
60
Kestra Advisory Services
Texas
$12.3M +$578K +11,672 +5%
FIA
61
Foundations Investment Advisors
Arizona
$12.2M -$78.6K -1,587 -0.6%
WFS
62
Weitzel Financial Services
Iowa
$12.1M +$303K +6,123 +3%
SAM
63
Secure Asset Management
Michigan
$12M +$2.27M +45,942 +24%
SPIA
64
Steward Partners Investment Advisory
New York
$11.4M +$3.98M +80,344 +54%
MAG
65
MRA Advisory Group
New Jersey
$11.1M +$1.21M +24,454 +12%
MML Investors Services
66
MML Investors Services
Massachusetts
$10.9M +$593K +11,976 +6%
PP
67
PFS Partners
New Jersey
$10.8M +$247K +4,993 +2%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$10.7M -$291K -5,877 -3%
Citadel Advisors
69
Citadel Advisors
Florida
$10.5M +$765K +15,456 +8%
FIBT
70
First International Bank & Trust
North Dakota
$10.3M -$240K -4,858 -2%
MA
71
Mutual Advisors
Nebraska
$10.1M +$5.39M +108,838 +116%
RWA
72
Redhawk Wealth Advisors
Minnesota
$10.1M +$1.3M +26,257 +15%
AWC
73
Adamsbrown Wealth Consultants
Kansas
$9.77M +$4.17M +84,306 +75%
BAM
74
Bellevue Asset Management
Washington
$9.59M +$779K +15,731 +9%
Comerica Bank
75
Comerica Bank
Texas
$9.56M +$88.8K +1,793 +0.9%