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

414 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, 158 increasing their positions, 176 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: 158 | Existing positions reduced: 176

21% less funds holding in top 10

Funds holding in top 10: 3427 (-7)

Holders
414
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
BIA
151
Bigelow Investment Advisors
Maine
$2.38M
IWM
152
IHT Wealth Management
Illinois
$2.37M
NW
153
NewEdge Wealth
Pennsylvania
$2.3M
BFA
154
Beacon Financial Advisory
Ohio
$2.29M
KFP
155
KMG Fiduciary Partners
Ohio
$2.27M
AWM
156
Apollon Wealth Management
South Carolina
$2.27M
AWM
157
AE Wealth Management
Kansas
$2.23M
BCI
158
Brinker Capital Investments
Pennsylvania
$2.16M
TGAM
159
TBH Global Asset Management
Tennessee
$2.1M
AC
160
AIFG Consultants
New York
$2.09M
SFS
161
Sowell Financial Services
Arkansas
$2.08M
PAS
162
Park Avenue Securities
New York
$2.08M
CCB
163
Country Club Bank
Missouri
$2.07M
PG
164
Patten Group
Tennessee
$2.02M
CCA
165
Cottonwood Capital Advisors
Utah
$2.02M
CF
166
Claris Financial
Virginia
$2M
TFP
167
Traction Financial Partners
Wyoming
$2M
PSFG
168
Park Square Financial Group
Georgia
$1.93M
Bank of New York Mellon
169
Bank of New York Mellon
New York
$1.9M
PWM
170
Perigon Wealth Management
California
$1.89M
WS
171
Wedbush Securities
California
$1.88M
MFG
172
Midwest Financial Group
Kansas
$1.88M
AFM
173
Abbot Financial Management
Massachusetts
$1.86M
IFS
174
Ifrah Financial Services
Arkansas
$1.86M
PCIA
175
Prime Capital Investment Advisors
Kansas
$1.85M