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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
SW
201
Simplicity Wealth
New Jersey
$1.2M
AWM
202
Axxcess Wealth Management
California
$1.17M
AP
203
Atwood & Palmer
Missouri
$1.17M
RCAG
204
Rehmann Capital Advisory Group
Michigan
$1.13M
UCFA
205
United Capital Financial Advisors
Texas
$1.08M
HA
206
Helium Advisors
Washington
$1.07M
TWM
207
TCFG Wealth Management
California
$1.05M
TFG
208
Team Financial Group
California
$1.01M
GWSG
209
GPS Wealth Strategies Group
Colorado
$976K
TA
210
TFB Advisors
Kansas
$973K
PWH
211
Priebe Wealth Holdings
Minnesota
$961K
GWP
212
Gateway Wealth Partners
Wisconsin
$958K
OIA
213
OneDigital Investment Advisors
Kansas
$951K
HH
214
Hilltop Holdings
Texas
$945K
GIA
215
Gladstone Institutional Advisory
Florida
$933K
PTC
216
Private Trust Company
Ohio
$910K
CB
217
Chris Bulman
California
$907K
WWA
218
Wealth Watch Advisors
Colorado
$900K
Jane Street
219
Jane Street
New York
$890K
AC
220
Avestar Capital
New York
$889K
FMTC
221
Farmers & Merchants Trust Company
California
$886K
TSWM
222
Tyler-Stone Wealth Management
Ohio
$870K
TW
223
Towerpoint Wealth
California
$866K
TNBTD
224
Trustmark National Bank Trust Department
Mississippi
$861K
MSA
225
Marino Stram & Associates
Massachusetts
$859K