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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
GPW
101
Genesis Private Wealth
Virginia
$6.58M +$482K +9,640 +8%
LCM
102
Lunt Capital Management
Utah
$6.42M -$179K -3,583 -3%
SCA
103
Snowden Capital Advisors
New York
$6.08M +$857K +17,151 +16%
MOS
104
MGO One Seven
Ohio
$6.07M +$5.77M +115,502 +1,972%
SOS
105
Silver Oak Securities
Tennessee
$5.95M -$89.8K -1,796 -1%
SF
106
Summit Financial
New Jersey
$5.94M -$180K -3,594 -3%
FFA
107
Farther Finance Advisors
California
$5.88M +$5.64M +112,757 +2,326%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$5.78M +$407K +8,151 +8%
MWAM
109
Manhattan West Asset Management
California
$5.58M +$130K +2,595 +2%
VCM
110
Vivaldi Capital Management
Illinois
$5.55M +$140K +2,803 +3%
CA
111
CoreCap Advisors
Michigan
$5.43M +$466K +9,314 +9%
IAA
112
Independent Advisor Alliance
North Carolina
$5.41M +$300K +5,996 +6%
SA
113
Sovran Advisors
California
$5.23M +$3.14M +62,811 +152%
SWP
114
Stratos Wealth Partners
Ohio
$5.15M -$229K -4,583 -4%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$5.12M +$3.03M +60,559 +145%
WS
116
Wedbush Securities
California
$4.91M +$3.55M +71,103 +263%
OC
117
Oppenheimer & Co
New York
$4.85M -$955K -19,111 -16%
JP Morgan Chase
118
JP Morgan Chase
New York
$4.66M +$384K +7,686 +9%
WAG
119
Wilkerson Advisory Group
Missouri
$4.59M +$4.59M +91,802 New
CAS
120
Coppell Advisory Solutions
Texas
$4.54M -$36K -720 -0.8%
JJBC
121
James J. Burns & Company
New York
$4.51M +$93.7K +1,874 +2%
FS
122
Ferguson Shapiro
Georgia
$4.27M +$4.27M +85,396 New
GWP
123
Gateway Wealth Partners
Wisconsin
$4.17M +$3.26M +65,242 +357%
MIFH
124
Migdal Insurance & Financial Holdings
Israel
$4.12M +$70.5K +1,411 +2%
ACM
125
Anfield Capital Management
California
$3.91M +$91.4K +1,828 +2%