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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
IWM
176
Iams Wealth Management
Nebraska
$1.82M
Thrivent Financial for Lutherans
177
Thrivent Financial for Lutherans
Minnesota
$1.77M
CCG
178
Cypress Capital Group
Florida
$1.75M
AWMNY
179
Arcadia Wealth Management (New York)
New York
$1.69M
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$1.62M
ECA
181
Elevation Capital Advisory
Oregon
$1.62M
ASN
182
Advisory Services Network
Georgia
$1.59M
WWA
183
Wisconsin Wealth Advisors
Wisconsin
$1.56M
BWA
184
BlueChip Wealth Advisors
Georgia
$1.48M
SG
185
StoneX Group
New York
$1.45M
CPIG
186
Chicago Partners Investment Group
Illinois
$1.43M
KOMWMG
187
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.41M
CPIA
188
Cornell Pochily Investment Advisors
New York
$1.4M
FA
189
Faithward Advisors
Pennsylvania
$1.37M
NFG
190
Nations Financial Group
Iowa
$1.37M
PCG
191
Prosperity Consulting Group
Maryland
$1.36M
JWCA
192
J.W. Cole Advisors
Florida
$1.33M
PIA
193
Perennial Investment Advisors
California
$1.32M
GAA
194
Global Assets Advisory
Florida
$1.31M
MWM
195
Maridea Wealth Management
New York
$1.29M
CAP
196
Columbia Advisory Partners
Washington
$1.27M
IIL
197
Insight Inv LLC
California
$1.27M
IA
198
IFG Advisory
Georgia
$1.27M
VAG
199
VisionPoint Advisory Group
Texas
$1.22M
BC
200
Barrett & Company
Rhode Island
$1.22M