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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
NW
151
NewEdge Wealth
Pennsylvania
$2.3M
BFA
152
Beacon Financial Advisory
Ohio
$2.29M
KFP
153
KMG Fiduciary Partners
Ohio
$2.27M
AWM
154
Apollon Wealth Management
South Carolina
$2.27M
AWM
155
AE Wealth Management
Kansas
$2.23M
BCI
156
Brinker Capital Investments
Pennsylvania
$2.16M
TGAM
157
TBH Global Asset Management
Tennessee
$2.1M
AC
158
AIFG Consultants
New York
$2.09M
SFS
159
Sowell Financial Services
Arkansas
$2.08M
PAS
160
Park Avenue Securities
New York
$2.08M
CCB
161
Country Club Bank
Missouri
$2.07M
PG
162
Patten Group
Tennessee
$2.02M
CCA
163
Cottonwood Capital Advisors
Utah
$2.02M
CF
164
Claris Financial
Virginia
$2M
TFP
165
Traction Financial Partners
Wyoming
$2M
PSFG
166
Park Square Financial Group
Georgia
$1.93M
Bank of New York Mellon
167
Bank of New York Mellon
New York
$1.9M
PWM
168
Perigon Wealth Management
California
$1.89M
WS
169
Wedbush Securities
California
$1.88M
MFG
170
Midwest Financial Group
Kansas
$1.88M
AFM
171
Abbot Financial Management
Massachusetts
$1.86M
IFS
172
Ifrah Financial Services
Arkansas
$1.86M
PCIA
173
Prime Capital Investment Advisors
Kansas
$1.85M
IWM
174
Iams Wealth Management
Nebraska
$1.82M
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$1.77M