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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 %
OC
101
Oppenheimer & Co
New York
$5.67M -$1.17M -23,684 -17%
FHC
102
First Heartland Consultants
Missouri
$5.61M -$873K -17,725 -13%
AWC
103
Adamsbrown Wealth Consultants
Kansas
$5.51M +$657K +13,338 +14%
BEI
104
Benjamin Edwards Inc
Missouri
$5.24M +$819K +16,633 +19%
AFA
105
Alpha Financial Advisors
North Carolina
$5.18M +$351K +7,118 +7%
SCA
106
Snowden Capital Advisors
New York
$5.17M +$74.8K +1,519 +1%
SOS
107
Silver Oak Securities
Tennessee
$5.1M +$4.29K +87 +0.1%
RA
108
RiverTree Advisors
Florida
$5.09M -$3.73M -75,665 -42%
VCM
109
Vivaldi Capital Management
Illinois
$5.01M +$2.04M +41,432 +69%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$4.97M +$375K +7,617 +8%
SPC
111
Sigma Planning Corp
Michigan
$4.62M -$2.37M -48,131 -34%
MA
112
Mutual Advisors
Nebraska
$4.61M -$3.1M -62,970 -40%
WB
113
WesBanco Bank
West Virginia
$4.6M +$4.6M +93,437 New
IAA
114
Independent Advisor Alliance
North Carolina
$4.44M -$1.63M -33,103 -27%
JJBC
115
James J. Burns & Company
New York
$4.34M -$30K -608 -0.7%
CA
116
CoreCap Advisors
Michigan
$4.2M +$377K +7,662 +10%
CWA
117
Centennial Wealth Advisory
Michigan
$4.08M +$2.31M +46,971 +131%
ACM
118
Anfield Capital Management
California
$4.02M +$92.6K +1,879 +2%
CA
119
Continuum Advisory
Idaho
$3.99M +$1.16M +23,471 +41%
MIFH
120
Migdal Insurance & Financial Holdings
Israel
$3.97M -$58K -1,177 -1%
VWA
121
Visionary Wealth Advisors
Illinois
$3.85M -$404K -8,208 -10%
MWAM
122
Manhattan West Asset Management
California
$3.81M -$1.5M -30,546 -28%
PSCM
123
Per Stirling Capital Management
Texas
$3.8M -$122K -2,478 -3%
AAP
124
Arax Advisory Partners
Colorado
$3.64M -$1.02M -20,751 -22%
KWS
125
Keystone Wealth Services
California
$3.56M +$28.7K +583 +0.8%