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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
0.36%
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
CFM
126
Cornerstone Financial Management
Massachusetts
$3.82M +$3.82M +76,355 New
BBA
127
Braun-Bostich & Associates
Pennsylvania
$3.71M +$46.1K +923 +1%
EH
128
Equitable Holdings
New York
$3.69M +$544K +10,882 +17%
CA
129
Continuum Advisory
Idaho
$3.67M -$48.5K -971 -1%
SPIA
130
Steward Partners Investment Advisory
New York
$3.6M -$7.84M -156,800 -69%
CF
131
Claris Financial
Virginia
$3.47M +$2.84M +56,783 +449%
EW
132
Entruity Wealth
California
$3.45M -$3.23M -64,621 -48%
SPC
133
Sigma Planning Corp
Michigan
$3.4M +$655K +13,097 +24%
AAP
134
Arax Advisory Partners
Colorado
$3.38M +$3.38M +67,643 New
FPWM
135
FSB Premier Wealth Management
Iowa
$3.36M -$66.8K -1,336 -2%
NPAN
136
Northeast Planning Associates NH
New Hampshire
$3.36M +$396K +7,930 +13%
SWTS
137
Stonehaven Wealth & Tax Solutions
Wisconsin
$3.36M +$29.2K +585 +0.9%
CFFP
138
Center for Financial Planning
Michigan
$3.3M -$154K -3,075 -4%
BFA
139
Beacon Financial Advisory
Ohio
$3.25M +$429K +8,586 +15%
DWMS
140
Dominguez Wealth Management Solutions
Virginia
$3.24M +$1.4K +28 +0%
TGAM
141
TBH Global Asset Management
Tennessee
$3.15M +$365K +7,296 +13%
NWMG
142
National Wealth Management Group
Ohio
$3.12M +$2.26M +45,202 +264%
AMG
143
APS Management Group
California
$2.8M +$106K +2,121 +4%
DWP
144
Destiny Wealth Partners
Florida
$2.78M -$189K -3,774 -6%
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$2.76M +$28K +560 +1%
CHC
146
City Holding Co
West Virginia
$2.74M +$29.1K +582 +1%
CCM
147
Condor Capital Management
New Jersey
$2.61M +$68K +1,361 +3%
AFM
148
Abbot Financial Management
Massachusetts
$2.6M +$631K +12,624 +32%
OMC
149
Old Mission Capital
Illinois
$2.56M +$2.56M +51,136 New
RA
150
RFG Advisory
Alabama
$2.54M +$997K +19,943 +65%