LMBS icon

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

410 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 38 funds opening new positions, 155 increasing their positions, 175 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

11% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 175

21% less funds holding in top 10

Funds holding in top 10: 3427 (-7)

Holders
410
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$330K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
101
Oppenheimer & Co
New York
$5.67M
FHC
102
First Heartland Consultants
Missouri
$5.61M
AWC
103
Adamsbrown Wealth Consultants
Kansas
$5.51M
BEI
104
Benjamin Edwards Inc
Missouri
$5.24M
AFA
105
Alpha Financial Advisors
North Carolina
$5.18M
SCA
106
Snowden Capital Advisors
New York
$5.17M
SOS
107
Silver Oak Securities
Tennessee
$5.1M
RA
108
RiverTree Advisors
Florida
$5.09M
VCM
109
Vivaldi Capital Management
Illinois
$5.01M
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$4.97M
SPC
111
Sigma Planning Corp
Michigan
$4.62M
MA
112
Mutual Advisors
Nebraska
$4.61M
WB
113
WesBanco Bank
West Virginia
$4.6M
IAA
114
Independent Advisor Alliance
North Carolina
$4.44M
JJBC
115
James J. Burns & Company
New York
$4.34M
CA
116
CoreCap Advisors
Michigan
$4.2M
CWA
117
Centennial Wealth Advisory
Michigan
$4.08M
ACM
118
Anfield Capital Management
California
$4.02M
CA
119
Continuum Advisory
Idaho
$3.99M
MIFH
120
Migdal Insurance & Financial Holdings
Israel
$3.97M
VWA
121
Visionary Wealth Advisors
Illinois
$3.85M
MWAM
122
Manhattan West Asset Management
California
$3.81M
PSCM
123
Per Stirling Capital Management
Texas
$3.8M
AAP
124
Arax Advisory Partners
Colorado
$3.64M
KWS
125
Keystone Wealth Services
California
$3.56M