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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
MFG
176
Midwest Financial Group
Kansas
$1.84M -$91.1K -1,823 -5%
PCIA
177
Prime Capital Investment Advisors
Kansas
$1.81M -$49.2K -985 -3%
TNBTD
178
Trustmark National Bank Trust Department
Mississippi
$1.81M +$650K +13,000 +56%
CB
179
Chris Bulman
California
$1.81M +$337K +6,745 +23%
MWM
180
Maridea Wealth Management
New York
$1.73M +$307K +6,142 +22%
AWMNY
181
Arcadia Wealth Management (New York)
New York
$1.72M -$28K -561 -2%
VAG
182
VisionPoint Advisory Group
Texas
$1.71M +$291K +5,827 +21%
PAS
183
Park Avenue Securities
New York
$1.67M -$451K -9,030 -21%
WWA
184
Wisconsin Wealth Advisors
Wisconsin
$1.64M +$80K +1,600 +5%
KWM
185
Kingsview Wealth Management
Oregon
$1.63M -$7.45M -149,035 -82%
BAM
186
Belpointe Asset Management
Nevada
$1.63M -$45.4K -908 -3%
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$1.58M +$111K +2,229 +8%
CFAM
188
Center For Asset Management
Florida
$1.56M +$1.55M +31,106 New
AP
189
Atwood & Palmer
Missouri
$1.54M +$711K +14,220 +86%
KOMWMG
190
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.52M +$37.6K +753 +3%
KA
191
Kovack Advisors
Florida
$1.5M +$1.5M +30,100 New
SG
192
StoneX Group
New York
$1.5M -$105K -2,103 -7%
TBF
193
True Blue Financial
Michigan
$1.49M +$1.49M +29,784 New
TFP
194
TrueWealth Financial Partners
Washington
$1.49M +$1.49M +29,784 New
IIM
195
IFC & Insurance Marketing
California
$1.47M +$1.47M +29,374 New
JWCA
196
J.W. Cole Advisors
Florida
$1.44M +$6.9K +138 +0.5%
AC
197
AIFG Consultants
New York
$1.42M -$559K -11,185 -28%
GIA
198
Gladstone Institutional Advisory
Florida
$1.39M +$506K +10,121 +57%
CPIG
199
Chicago Partners Investment Group
Illinois
$1.38M -$3.1K -62 -0.2%
ASN
200
Advisory Services Network
Georgia
$1.34M -$80.2K -1,605 -6%