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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
GBT
76
Grove Bank & Trust
Florida
$9.36M +$1.55M +31,237 +20%
AIP
77
Ameritas Investment Partners
Nebraska
$9.31M +$740K +14,960 +9%
KWM
78
Kingsview Wealth Management
Oregon
$9.05M -$340K -6,868 -4%
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$8.94M +$28.3K +572 +0.3%
DWM
80
Darwin Wealth Management
Florida
$8.62M +$116K +2,334 +1%
Renaissance Technologies
81
Renaissance Technologies
New York
$8.45M -$4.01M -81,010 -32%
PSCM
82
Per Stirling Capital Management
Texas
$7.82M +$3.96M +80,037 +104%
LA
83
LexAurum Advisors
Kansas
$7.77M +$133K +2,692 +2%
TAM
84
TCP Asset Management
Ohio
$7.64M +$336K +6,795 +5%
ATPW
85
Ashton Thomas Private Wealth
Arizona
$7.52M +$1.14M +22,969 +18%
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$7.51M -$15.8K -319 -0.2%
Citigroup
87
Citigroup
New York
$7.42M +$748K +15,113 +11%
RA
88
RiverTree Advisors
Florida
$7.18M +$2.02M +40,894 +40%
EC
89
EdgeRock Capital
Colorado
$7.01M +$168K +3,396 +2%
CCFM
90
Clear Creek Financial Management
Washington
$6.99M +$850K +17,180 +14%
EE
91
EWG Elevate
California
$6.85M -$3.27M -66,123 -32%
MFG
92
Mainsail Financial Group
Washington
$6.85M +$476K +9,626 +8%
DADC
93
D.A. Davidson & Co
Montana
$6.75M +$213K +4,302 +3%
FF
94
Fairway Financial
Florida
$6.69M +$99.7K +2,014 +2%
EW
95
Entruity Wealth
California
$6.66M +$347K +7,011 +6%
LCM
96
Lunt Capital Management
Utah
$6.57M -$124K -2,513 -2%
TCM
97
Triumph Capital Management
Colorado
$6.53M +$758K +15,317 +13%
IAS
98
IMA Advisory Services
Colorado
$6.51M +$5.05K +102 +0.1%
CWA
99
Centennial Wealth Advisory
Michigan
$6.31M +$2.18M +43,952 +53%
SF
100
Summit Financial
New Jersey
$6.09M +$28.4K +573 +0.5%