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

407 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 36 funds opening new positions, 154 increasing their positions, 175 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+10
Holders Change %
+2.52%
% of All Funds
5.46%
Holding in Top 10
27
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20.59%
% of All Funds
0.36%
New
36
Increased
154
Reduced
175
Closed
23
Calls
$330K
Puts
Net Calls
+$330K
Net Calls Change
+$84K
Name Holding Trade Value Shares
Change
Shares
Change %
NW
151
NewEdge Wealth
Pennsylvania
$2.3M -$57.6K -1,164 -2%
BFA
152
Beacon Financial Advisory
Ohio
$2.29M +$1.03M +20,885 +81%
KFP
153
KMG Fiduciary Partners
Ohio
$2.27M +$197 +4 +0%
AWM
154
Apollon Wealth Management
South Carolina
$2.27M -$106K -2,143 -4%
AWM
155
AE Wealth Management
Kansas
$2.23M -$531K -10,779 -19%
BCI
156
Brinker Capital Investments
Pennsylvania
$2.16M -$154K -3,135 -7%
TGAM
157
TBH Global Asset Management
Tennessee
$2.1M -$993K -20,155 -32%
AC
158
AIFG Consultants
New York
$2.09M -$145K -2,945 -7%
SFS
159
Sowell Financial Services
Arkansas
$2.08M +$1.78M +36,215 +598%
PAS
160
Park Avenue Securities
New York
$2.08M +$44.4K +902 +2%
CCB
161
Country Club Bank
Missouri
$2.07M +$740K +15,050 +56%
PG
162
Patten Group
Tennessee
$2.02M +$84.3K +1,711 +4%
CCA
163
Cottonwood Capital Advisors
Utah
$2.02M -$63.8K -1,296 -3%
CF
164
Claris Financial
Virginia
$2M -$783K -15,892 -28%
TFP
165
Traction Financial Partners
Wyoming
$2M +$310K +6,283 +18%
PSFG
166
Park Square Financial Group
Georgia
$1.93M -$550K -11,169 -22%
Bank of New York Mellon
167
Bank of New York Mellon
New York
$1.9M +$60.4K +1,227 +3%
PWM
168
Perigon Wealth Management
California
$1.89M +$410K +8,322 +28%
WS
169
Wedbush Securities
California
$1.88M -$151K -3,064 -7%
MFG
170
Midwest Financial Group
Kansas
$1.88M -$331K -6,712 -15%
AFM
171
Abbot Financial Management
Massachusetts
$1.86M +$437K +8,871 +31%
IFS
172
Ifrah Financial Services
Arkansas
$1.86M -$9.16K -186 -0.5%
PCIA
173
Prime Capital Investment Advisors
Kansas
$1.85M -$97.7K -1,984 -5%
IWM
174
Iams Wealth Management
Nebraska
$1.82M -$646K -13,114 -26%
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$1.77M +$1.77M +35,852 New