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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
GPW
101
Genesis Private Wealth
Virginia
$6.07M +$212K +4,283 +4%
SOS
102
Silver Oak Securities
Tennessee
$6.01M +$843K +17,025 +16%
OC
103
Oppenheimer & Co
New York
$5.78M +$44.8K +906 +0.8%
BW
104
BostonPremier Wealth
Massachusetts
$5.75M +$3.96K +80 +0.1%
MWAM
105
Manhattan West Asset Management
California
$5.42M +$1.56M +31,591 +41%
BEI
106
Benjamin Edwards Inc
Missouri
$5.4M +$104K +2,102 +2%
VCM
107
Vivaldi Capital Management
Illinois
$5.39M +$319K +6,443 +6%
WB
108
WesBanco Bank
West Virginia
$5.38M +$721K +14,575 +16%
SWP
109
Stratos Wealth Partners
Ohio
$5.36M -$932K -18,831 -15%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$5.35M +$322K +6,513 +6%
SCA
111
Snowden Capital Advisors
New York
$5.21M -$16.8K -340 -0.3%
IAA
112
Independent Advisor Alliance
North Carolina
$5.09M +$591K +11,942 +13%
CA
113
CoreCap Advisors
Michigan
$4.95M +$700K +14,151 +17%
CAS
114
Coppell Advisory Solutions
Texas
$4.55M +$1.53M +30,898 +51%
JJBC
115
James J. Burns & Company
New York
$4.39M +$8.96K +181 +0.2%
JP Morgan Chase
116
JP Morgan Chase
New York
$4.26M -$2.07M -41,819 -33%
MIFH
117
Migdal Insurance & Financial Holdings
Israel
$4.02M +$21.3K +431 +0.5%
AAS
118
Ameritas Advisory Services
Nebraska
$3.83M -$3.7M -74,756 -49%
ACM
119
Anfield Capital Management
California
$3.81M -$259K -5,233 -6%
FF
120
Friedenthal Financial
New Jersey
$3.76M +$269K +5,427 +8%
CA
121
Continuum Advisory
Idaho
$3.7M -$336K -6,791 -8%
BBA
122
Braun-Bostich & Associates
Pennsylvania
$3.65M +$103K +2,084 +3%
USCWA
123
U.S. Capital Wealth Advisors
Texas
$3.52M +$578K +11,687 +20%
EWM
124
Endowment Wealth Management
Wisconsin
$3.51M +$802K +16,203 +30%
CFFP
125
Center for Financial Planning
Michigan
$3.44M +$200K +4,046 +6%