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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
BAM
176
Belpointe Asset Management
Nevada
$1.67M -$982K -19,834 -37%
MSA
177
Marino Stram & Associates
Massachusetts
$1.66M +$792K +15,992 +92%
ECA
178
Elevation Capital Advisory
Oregon
$1.66M +$24.5K +495 +2%
SG
179
StoneX Group
New York
$1.6M +$132K +2,660 +9%
WWA
180
Wisconsin Wealth Advisors
Wisconsin
$1.55M -$27.6K -557 -2%
RA
181
RFG Advisory
Alabama
$1.54M +$938K +18,946 +158%
IWA
182
Integrity Wealth Advisors
California
$1.49M +$663K +13,387 +80%
KOMWMG
183
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.48M +$57.7K +1,165 +4%
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$1.47M -$172K -3,465 -11%
CB
185
Chris Bulman
California
$1.46M +$544K +10,997 +60%
NFG
186
Nations Financial Group
Iowa
$1.44M +$60.9K +1,231 +4%
JWCA
187
J.W. Cole Advisors
Florida
$1.43M +$78K +1,576 +6%
MWM
188
Maridea Wealth Management
New York
$1.42M +$113K +2,274 +9%
ASN
189
Advisory Services Network
Georgia
$1.42M -$190K -3,835 -12%
VAG
190
VisionPoint Advisory Group
Texas
$1.41M +$175K +3,545 +14%
CPIG
191
Chicago Partners Investment Group
Illinois
$1.38M -$74.3K -1,501 -5%
PCG
192
Prosperity Consulting Group
Maryland
$1.36M -$18.8K -380 -1%
WS
193
Wedbush Securities
California
$1.35M -$553K -11,177 -29%
PIA
194
Perennial Investment Advisors
California
$1.28M -$60.1K -1,214 -5%
GAA
195
Global Assets Advisory
Florida
$1.27M -$54.3K -1,098 -4%
HH
196
Hilltop Holdings
Texas
$1.26M +$303K +6,124 +32%
BC
197
Barrett & Company
Rhode Island
$1.23M +$99 +2 +0%
CPIA
198
Cornell Pochily Investment Advisors
New York
$1.22M -$192K -3,884 -14%
AWM
199
Axxcess Wealth Management
California
$1.22M +$32K +647 +3%
TWM
200
TCFG Wealth Management
California
$1.17M +$104K +2,103 +10%