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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
FPWM
126
FSB Premier Wealth Management
Iowa
$3.42M +$98.3K +1,986 +3%
IAN
127
Integrated Advisors Network
Texas
$3.39M -$69.7K -1,409 -2%
SWTS
128
Stonehaven Wealth & Tax Solutions
Wisconsin
$3.32M -$50.6K -1,023 -2%
DWMS
129
Dominguez Wealth Management Solutions
Virginia
$3.22M +$24.4K +493 +0.8%
EH
130
Equitable Holdings
New York
$3.14M +$420K +8,486 +16%
NPAN
131
Northeast Planning Associates NH
New Hampshire
$2.95M +$322K +6,509 +12%
DWP
132
Destiny Wealth Partners
Florida
$2.95M -$12.7K -257 -0.4%
CF
133
Claris Financial
Virginia
$2.87M -$1.39M -28,045 -69%
BFA
134
Beacon Financial Advisory
Ohio
$2.81M +$485K +9,802 +21%
TGAM
135
TBH Global Asset Management
Tennessee
$2.78M +$654K +13,209 +31%
VA
136
VestGen Advisors
Illinois
$2.75M -$282K -5,692 -9%
SPC
137
Sigma Planning Corp
Michigan
$2.74M -$1.92M -38,868 -41%
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$2.72M +$93.9K +1,897 +4%
CHC
139
City Holding Co
West Virginia
$2.7M +$24.3K +491 +0.9%
AMG
140
APS Management Group
California
$2.68M +$2.66M +53,830 New
DC
141
Davenport & Co
Virginia
$2.64M +$43.8K +884 +2%
SA
142
Sanctuary Advisors
Indiana
$2.63M -$92K -1,859 -3%
CCM
143
Condor Capital Management
New Jersey
$2.53M +$11.3K +228 +0.4%
BIA
144
Bigelow Investment Advisors
Maine
$2.53M +$119K +2,395 +5%
KFP
145
KMG Fiduciary Partners
Ohio
$2.47M +$175K +3,536 +8%
MSFS
146
Main Street Financial Solutions
Pennsylvania
$2.38M +$2.37M +47,869 New
BCI
147
Brinker Capital Investments
Pennsylvania
$2.36M +$178K +3,596 +8%
GSWM
148
Golden State Wealth Management
California
$2.36M +$2.18M +43,985 +1,321%
PVI
149
Pine Valley Investments
New Jersey
$2.35M +$102K +2,067 +5%
IFG
150
Independent Financial Group
California
$2.35M +$594K +12,010 +34%