We are live on ! Find out more
LMBS icon

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
CCA
76
Carrera Capital Advisors
Michigan
$9.48M +$9.1M +182,123 +2,450%
Comerica Bank
77
Comerica Bank
Texas
$9.4M -$198K -3,963 -2%
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$8.97M -$6.95K -139 -0.1%
AAS
79
Ameritas Advisory Services
Nebraska
$8.96M +$5.12M +102,433 +133%
WETS
80
Wealth Enhancement Trust Services
South Dakota
$8.74M +$8.74M +174,797 New
DWM
81
Darwin Wealth Management
Florida
$8.72M +$71.4K +1,429 +0.8%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$8.66M -$2.12M -42,348 -20%
RA
83
RiverTree Advisors
Florida
$8.53M +$1.33M +26,563 +18%
PSCM
84
Per Stirling Capital Management
Texas
$8.42M +$567K +11,349 +7%
TAM
85
TCP Asset Management
Ohio
$8.38M +$711K +14,214 +9%
ATPW
86
Ashton Thomas Private Wealth
Arizona
$8.32M +$764K +15,278 +10%
FF
87
Friedenthal Financial
New Jersey
$8.26M +$4.48M +89,706 +119%
MA
88
Mutual Advisors
Nebraska
$7.64M -$2.49M -49,850 -25%
Citigroup
89
Citigroup
New York
$7.58M +$132K +2,647 +2%
MFG
90
Mainsail Financial Group
Washington
$7.25M +$378K +7,566 +6%
EC
91
EdgeRock Capital
Colorado
$7.21M +$171K +3,422 +2%
Envestnet Portfolio Solutions
92
Envestnet Portfolio Solutions
Illinois
$7.18M -$355K -7,106 -5%
FF
93
Fairway Financial
Florida
$6.97M +$254K +5,076 +4%
IAS
94
IMA Advisory Services
Colorado
$6.95M +$412K +8,237 +6%
WB
95
WesBanco Bank
West Virginia
$6.95M +$1.55M +30,999 +29%
DADC
96
D.A. Davidson & Co
Montana
$6.9M +$125K +2,504 +2%
TCM
97
Triumph Capital Management
Colorado
$6.81M +$252K +5,048 +4%
BEI
98
Benjamin Edwards Inc
Missouri
$6.74M +$1.31M +26,301 +24%
Citadel Advisors
99
Citadel Advisors
Florida
$6.69M -$3.9M -77,983 -37%
CWA
100
Centennial Wealth Advisory
Michigan
$6.59M +$250K +5,002 +4%