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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
BBA
126
Braun-Bostich & Associates
Pennsylvania
$3.5M
FF
127
Friedenthal Financial
New Jersey
$3.45M
IAN
128
Integrated Advisors Network
Texas
$3.42M
SWTS
129
Stonehaven Wealth & Tax Solutions
Wisconsin
$3.33M
FPWM
130
FSB Premier Wealth Management
Iowa
$3.28M
CFFP
131
Center for Financial Planning
Michigan
$3.2M
DWMS
132
Dominguez Wealth Management Solutions
Virginia
$3.17M
VA
133
VestGen Advisors
Illinois
$3M
FAIM
134
Financial Advocates Investment Management
Washington
$2.99M
CAS
135
Coppell Advisory Solutions
Texas
$2.98M
DWP
136
Destiny Wealth Partners
Florida
$2.93M
USCWA
137
U.S. Capital Wealth Advisors
Texas
$2.9M
Goldman Sachs
138
Goldman Sachs
New York
$2.71M
EH
139
Equitable Holdings
New York
$2.69M
EWM
140
Endowment Wealth Management
Wisconsin
$2.67M
CHC
141
City Holding Co
West Virginia
$2.65M
BAM
142
Belpointe Asset Management
Nevada
$2.63M
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$2.6M
NPAN
144
Northeast Planning Associates NH
New Hampshire
$2.6M
DC
145
Davenport & Co
Virginia
$2.57M
AWS
146
Atria Wealth Solutions
New York
$2.55M
CCM
147
Condor Capital Management
New Jersey
$2.5M
MW
148
Maia Wealth
Colorado
$2.42M
BIA
149
Bigelow Investment Advisors
Maine
$2.38M
IWM
150
IHT Wealth Management
Illinois
$2.37M