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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

412 hedge funds and large institutions have $3.97B 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, 157 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:

10% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 175

21% less funds holding in top 10

Funds holding in top 10: 3427 (-7)

Holders
412
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
IWM
151
IHT Wealth Management
Illinois
$2.37M
NW
152
NewEdge Wealth
Pennsylvania
$2.3M
BFA
153
Beacon Financial Advisory
Ohio
$2.29M
KFP
154
KMG Fiduciary Partners
Ohio
$2.27M
AWM
155
Apollon Wealth Management
South Carolina
$2.27M
AWM
156
AE Wealth Management
Kansas
$2.23M
BCI
157
Brinker Capital Investments
Pennsylvania
$2.16M
TGAM
158
TBH Global Asset Management
Tennessee
$2.1M
AC
159
AIFG Consultants
New York
$2.09M
SFS
160
Sowell Financial Services
Arkansas
$2.08M
PAS
161
Park Avenue Securities
New York
$2.08M
CCB
162
Country Club Bank
Missouri
$2.07M
PG
163
Patten Group
Tennessee
$2.02M
CCA
164
Cottonwood Capital Advisors
Utah
$2.02M
CF
165
Claris Financial
Virginia
$2M
TFP
166
Traction Financial Partners
Wyoming
$2M
PSFG
167
Park Square Financial Group
Georgia
$1.93M
Bank of New York Mellon
168
Bank of New York Mellon
New York
$1.9M
PWM
169
Perigon Wealth Management
California
$1.89M
WS
170
Wedbush Securities
California
$1.88M
MFG
171
Midwest Financial Group
Kansas
$1.88M
AFM
172
Abbot Financial Management
Massachusetts
$1.86M
IFS
173
Ifrah Financial Services
Arkansas
$1.86M
PCIA
174
Prime Capital Investment Advisors
Kansas
$1.85M
IWM
175
Iams Wealth Management
Nebraska
$1.82M