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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
CCG
176
Cypress Capital Group
Florida
$1.75M
AWMNY
177
Arcadia Wealth Management (New York)
New York
$1.69M
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$1.62M
ECA
179
Elevation Capital Advisory
Oregon
$1.62M
ASN
180
Advisory Services Network
Georgia
$1.59M
WWA
181
Wisconsin Wealth Advisors
Wisconsin
$1.56M
BWA
182
BlueChip Wealth Advisors
Georgia
$1.48M
SG
183
StoneX Group
New York
$1.45M
CPIG
184
Chicago Partners Investment Group
Illinois
$1.43M
KOMWMG
185
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.41M
CPIA
186
Cornell Pochily Investment Advisors
New York
$1.4M
FA
187
Faithward Advisors
Pennsylvania
$1.37M
NFG
188
Nations Financial Group
Iowa
$1.37M
PCG
189
Prosperity Consulting Group
Maryland
$1.36M
JWCA
190
J.W. Cole Advisors
Florida
$1.33M
PIA
191
Perennial Investment Advisors
California
$1.32M
GAA
192
Global Assets Advisory
Florida
$1.31M
MWM
193
Maridea Wealth Management
New York
$1.29M
CAP
194
Columbia Advisory Partners
Washington
$1.27M
IIL
195
Insight Inv LLC
California
$1.27M
IA
196
IFG Advisory
Georgia
$1.27M
VAG
197
VisionPoint Advisory Group
Texas
$1.22M
BC
198
Barrett & Company
Rhode Island
$1.22M
SW
199
Simplicity Wealth
New Jersey
$1.2M
AWM
200
Axxcess Wealth Management
California
$1.17M