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

396 hedge funds and large institutions have $4.22B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 204 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 133

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

6% more capital invested

Capital invested by funds: $3.98B → $4.22B (+$245M)

0.42% more ownership

Funds ownership: 77.97%78.39% (+0.42%)

5% less funds holding

Funds holding: 416396 (-20)

29% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 38

Holders
396
Holders Change
-20
Holders Change %
-4.81%
% of All Funds
5.2%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.41%
New
27
Increased
204
Reduced
133
Closed
38
Calls
$249K
Puts
Net Calls
+$249K
Net Calls Change
-$81K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Apollon Wealth Management
South Carolina
$2.34M +$46.6K +942 +2%
IWM
152
IHT Wealth Management
Illinois
$2.34M -$59.1K -1,194 -2%
NW
153
NewEdge Wealth
Pennsylvania
$2.27M -$52K -1,051 -2%
PWM
154
Perigon Wealth Management
California
$2.26M +$345K +6,978 +18%
MW
155
Maia Wealth
Colorado
$2.25M -$201K -4,054 -8%
GSEP
156
Golden State Equity Partners
California
$2.21M +$2.2M +44,411 New
Bank of New York Mellon
157
Bank of New York Mellon
New York
$2.13M +$208K +4,208 +11%
PAS
158
Park Avenue Securities
New York
$2.11M +$8.41K +170 +0.4%
CCB
159
Country Club Bank
Missouri
$2.1M +$6.73K +136 +0.3%
TFP
160
Traction Financial Partners
Wyoming
$2.08M +$60K +1,213 +3%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$2.08M +$292K +5,896 +16%
SFS
162
Sowell Financial Services
Arkansas
$2.07M -$35.9K -725 -2%
SA
163
Sovran Advisors
California
$2.06M +$1.7M +34,325 +498%
CCA
164
Cottonwood Capital Advisors
Utah
$2.02M -$24.4K -492 -1%
AC
165
AIFG Consultants
New York
$1.97M -$135K -2,727 -6%
PG
166
Patten Group
Tennessee
$1.96M -$81.5K -1,647 -4%
AFM
167
Abbot Financial Management
Massachusetts
$1.96M +$80.7K +1,630 +4%
MFG
168
Midwest Financial Group
Kansas
$1.93M +$27.7K +559 +1%
IIL
169
Insight Inv LLC
California
$1.9M +$614K +12,397 +48%
IFS
170
Ifrah Financial Services
Arkansas
$1.87M -$12.8K -258 -0.7%
CCG
171
Cypress Capital Group
Florida
$1.86M +$89.3K +1,805 +5%
PCIA
172
Prime Capital Investment Advisors
Kansas
$1.86M -$14.9K -302 -0.8%
IWM
173
Iams Wealth Management
Nebraska
$1.85M +$10.5K +212 +0.6%
AWM
174
AE Wealth Management
Kansas
$1.84M -$417K -8,426 -19%
AWMNY
175
Arcadia Wealth Management (New York)
New York
$1.75M +$42.4K +856 +3%