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

407 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 36 funds opening new positions, 154 increasing their positions, 175 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+10
Holders Change %
+2.52%
% of All Funds
5.46%
Holding in Top 10
27
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20.59%
% of All Funds
0.36%
New
36
Increased
154
Reduced
175
Closed
23
Calls
$330K
Puts
Net Calls
+$330K
Net Calls Change
+$84K
Name Holding Trade Value Shares
Change
Shares
Change %
AP
201
Atwood & Palmer
Missouri
$1.17M -$14.1M -286,435 -92%
RCAG
202
Rehmann Capital Advisory Group
Michigan
$1.13M -$63.3K -1,285 -5%
UCFA
203
United Capital Financial Advisors
Texas
$1.08M -$377K -7,663 -26%
HA
204
Helium Advisors
Washington
$1.07M -$8.72K -177 -0.8%
TWM
205
TCFG Wealth Management
California
$1.05M -$155K -3,137 -13%
TFG
206
Team Financial Group
California
$1.01M +$356K +7,231 +55%
GWSG
207
GPS Wealth Strategies Group
Colorado
$976K +$28.7K +582 +3%
TA
208
TFB Advisors
Kansas
$973K +$95.8K +1,944 +11%
PWH
209
Priebe Wealth Holdings
Minnesota
$961K +$483K +9,800 +101%
GWP
210
Gateway Wealth Partners
Wisconsin
$958K -$105K -2,134 -10%
OIA
211
OneDigital Investment Advisors
Kansas
$951K -$161K -3,270 -14%
HH
212
Hilltop Holdings
Texas
$945K +$40.6K +824 +4%
GIA
213
Gladstone Institutional Advisory
Florida
$933K +$27K +549 +3%
PTC
214
Private Trust Company
Ohio
$910K -$250K -5,079 -22%
CB
215
Chris Bulman
California
$907K +$41.3K +838 +5%
WWA
216
Wealth Watch Advisors
Colorado
$900K -$45.6K -925 -5%
Jane Street
217
Jane Street
New York
$890K +$890K +18,058 New
AC
218
Avestar Capital
New York
$889K +$10.2K +208 +1%
FMTC
219
Farmers & Merchants Trust Company
California
$886K -$542 -11 -0.1%
TSWM
220
Tyler-Stone Wealth Management
Ohio
$870K -$172K -3,497 -17%
TW
221
Towerpoint Wealth
California
$866K +$17.2K +350 +2%
TNBTD
222
Trustmark National Bank Trust Department
Mississippi
$861K -$19.7K -400 -2%
MSA
223
Marino Stram & Associates
Massachusetts
$859K +$859K +17,445 New
BNP Paribas Financial Markets
224
BNP Paribas Financial Markets
France
$845K +$111K +2,245 +15%
SWGC
225
Summit Wealth Group (Colorado)
Colorado
$840K +$840K +17,061 New