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

407 hedge funds and large institutions have $3.95B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 175 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+10
Holders Change %
+2.52%
% of All Funds
5.46%
Holding in Top 10
27
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20.59%
% of All Funds
0.36%
New
36
Increased
154
Reduced
175
Closed
23
Calls
$330K
Puts
Net Calls
+$330K
Net Calls Change
+$84K
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
76
Ameritas Investment Partners
Nebraska
$8.48M +$40.6K +824 +0.5%
DWM
77
Darwin Wealth Management
Florida
$8.41M -$874K -17,752 -9%
GBT
78
Grove Bank & Trust
Florida
$7.72M +$181K +3,682 +2%
LA
79
LexAurum Advisors
Kansas
$7.55M -$160K -3,251 -2%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$7.51M +$3.23M +65,653 +75%
AAS
81
Ameritas Advisory Services
Nebraska
$7.47M -$2.21M -44,772 -23%
Envestnet Portfolio Solutions
82
Envestnet Portfolio Solutions
Illinois
$7.44M -$1.89M -38,450 -20%
SPIA
83
Steward Partners Investment Advisory
New York
$7.31M -$1.03M -20,925 -12%
TAM
84
TCP Asset Management
Ohio
$7.22M +$133K +2,708 +2%
EC
85
EdgeRock Capital
Colorado
$6.77M -$139K -2,830 -2%
LCM
86
Lunt Capital Management
Utah
$6.63M +$50.3K +1,022 +0.8%
Citigroup
87
Citigroup
New York
$6.59M +$240K +4,875 +4%
FF
88
Fairway Financial
Florida
$6.52M -$35.3K -717 -0.5%
DADC
89
D.A. Davidson & Co
Montana
$6.47M -$1.04M -21,046 -14%
IAS
90
IMA Advisory Services
Colorado
$6.44M -$228K -4,619 -3%
ATPW
91
Ashton Thomas Private Wealth
Arizona
$6.31M +$361K +7,333 +6%
MFG
92
Mainsail Financial Group
Washington
$6.28M +$439K +8,946 +8%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$6.27M -$2.05M -41,562 -25%
EW
94
Entruity Wealth
California
$6.24M +$128K +2,604 +2%
SWP
95
Stratos Wealth Partners
Ohio
$6.23M -$477K -9,689 -7%
CCFM
96
Clear Creek Financial Management
Washington
$6.07M -$3.52M -71,378 -37%
SF
97
Summit Financial
New Jersey
$6M -$2.43M -49,276 -29%
GPW
98
Genesis Private Wealth
Virginia
$5.8M +$5.8M +117,644 New
TCM
99
Triumph Capital Management
Colorado
$5.7M +$197K +4,002 +4%
BW
100
BostonPremier Wealth
Massachusetts
$5.68M +$108K +2,197 +2%