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

429 hedge funds and large institutions have $4.5B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 187 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 20

29% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 145

8% more funds holding

Funds holding: 396429 (+33)

7% more capital invested

Capital invested by funds: $4.22B → $4.5B (+$279M)

0.35% more ownership

Funds ownership: 78.39%78.74% (+0.35%)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

Holders
429
Holders Change
+33
Holders Change %
+8.33%
% of All Funds
5.22%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.36%
New
62
Increased
187
Reduced
145
Closed
20
Calls
$250K
Puts
Net Calls
+$250K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
151
Main Street Financial Solutions
Pennsylvania
$2.51M +$121K +2,421 +5%
DC
152
Davenport & Co
Virginia
$2.48M -$166K -3,325 -6%
MSA
153
Marino Stram & Associates
Massachusetts
$2.47M +$799K +15,981 +48%
BIA
154
Bigelow Investment Advisors
Maine
$2.47M -$68.9K -1,379 -3%
VA
155
VestGen Advisors
Illinois
$2.44M -$325K -6,498 -12%
GSWM
156
Golden State Wealth Management
California
$2.43M +$60.9K +1,218 +3%
TFP
157
Traction Financial Partners
Wyoming
$2.39M +$303K +6,060 +15%
EWM
158
Endowment Wealth Management
Wisconsin
$2.37M -$1.15M -23,005 -33%
SA
159
Sanctuary Advisors
Indiana
$2.37M -$269K -5,374 -10%
PVI
160
Pine Valley Investments
New Jersey
$2.36M +$900 +18 +0%
IIL
161
Insight Inv LLC
California
$2.36M +$453K +9,065 +24%
Renaissance Technologies
162
Renaissance Technologies
New York
$2.28M -$6.2M -124,090 -73%
NW
163
NewEdge Wealth
Pennsylvania
$2.26M -$16.3K -326 -0.7%
AWM
164
Apollon Wealth Management
South Carolina
$2.24M -$110K -2,195 -5%
IWM
165
IHT Wealth Management
Illinois
$2.23M -$121K -2,415 -5%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$2.19M +$2.19M +43,802 New
PGWA
167
Plus Group Wealth Advisors
Wisconsin
$2.16M +$2.16M +43,119 New
WWMP
168
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$2.11M +$2.11M +42,153 New
FNBOO
169
First National Bank of Omaha
Nebraska
$2.1M +$2.1M +42,007 New
MW
170
Maia Wealth
Colorado
$1.99M -$278K -5,571 -12%
PWM
171
Perigon Wealth Management
California
$1.98M -$289K -5,777 -13%
IFS
172
Ifrah Financial Services
Arkansas
$1.93M +$57.1K +1,142 +3%
PG
173
Patten Group
Tennessee
$1.91M -$63.9K -1,279 -3%
CCA
174
Cottonwood Capital Advisors
Utah
$1.91M -$117K -2,350 -6%
IFG
175
Independent Financial Group
California
$1.89M -$476K -9,528 -20%