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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
TCM
51
TD Capital Management
Tennessee
$15.4M +$67.5K +1,351 +0.4%
IA
52
IFP Advisors
Florida
$15.3M +$1.64M +32,785 +12%
PA
53
Prism Advisors
California
$15.3M +$1.44M +28,886 +10%
CSIC
54
Clifford Swan Investment Counsel
California
$15.2M -$1.18M -23,616 -7%
FPW
55
Fairvoy Private Wealth
Alabama
$14.9M +$233K +4,658 +2%
CCFM
56
Clear Creek Financial Management
Washington
$14.7M +$7.68M +153,558 +109%
LRWA
57
Long Run Wealth Advisors
New York
$14M +$433K +8,668 +3%
AI
58
Atria Investments
North Carolina
$13.8M -$125K -2,507 -0.9%
KAS
59
Kestra Advisory Services
Texas
$13.6M +$1.24M +24,777 +10%
SAM
60
Secure Asset Management
Michigan
$12.6M +$595K +11,896 +5%
WFS
61
Weitzel Financial Services
Iowa
$12.5M +$370K +7,399 +3%
FIA
62
Foundations Investment Advisors
Arizona
$12.2M -$88.3K -1,767 -0.7%
Truist Financial
63
Truist Financial
North Carolina
$12.1M -$252K -5,039 -2%
MAG
64
MRA Advisory Group
New Jersey
$11.6M +$446K +8,916 +4%
MML Investors Services
65
MML Investors Services
Massachusetts
$11.3M +$373K +7,464 +3%
PBF
66
Petix & Botte Financial
California
$11.3M -$1.74M -34,729 -13%
AWC
67
Adamsbrown Wealth Consultants
Kansas
$11.2M +$1.36M +27,232 +14%
PP
68
PFS Partners
New Jersey
$11M +$191K +3,811 +2%
CF
69
Carter Financial
California
$10.4M +$10.4M +207,798 New
AWM
70
Axxcess Wealth Management
California
$10.3M +$9.07M +181,493 +743%
RWA
71
Redhawk Wealth Advisors
Minnesota
$10.2M +$144K +2,877 +1%
GWM
72
Geneos Wealth Management
Colorado
$9.9M -$5.48M -109,690 -36%
AIP
73
Ameritas Investment Partners
Nebraska
$9.89M +$538K +10,766 +6%
GBT
74
Grove Bank & Trust
Florida
$9.83M +$435K +8,696 +5%
BAM
75
Bellevue Asset Management
Washington
$9.56M -$62.1K -1,242 -0.6%