LMBS icon

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

412 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, 157 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:

10% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 175

21% less funds holding in top 10

Funds holding in top 10: 3427 (-7)

Holders
412
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
AWM
201
Axxcess Wealth Management
California
$1.17M
AP
202
Atwood & Palmer
Missouri
$1.17M
RCAG
203
Rehmann Capital Advisory Group
Michigan
$1.13M
UCFA
204
United Capital Financial Advisors
Texas
$1.08M
HA
205
Helium Advisors
Washington
$1.07M
TWM
206
TCFG Wealth Management
California
$1.05M
TFG
207
Team Financial Group
California
$1.01M
GWSG
208
GPS Wealth Strategies Group
Colorado
$976K
TA
209
TFB Advisors
Kansas
$973K
PWH
210
Priebe Wealth Holdings
Minnesota
$961K
GWP
211
Gateway Wealth Partners
Wisconsin
$958K
OIA
212
OneDigital Investment Advisors
Kansas
$951K
HH
213
Hilltop Holdings
Texas
$945K
GIA
214
Gladstone Institutional Advisory
Florida
$933K
PTC
215
Private Trust Company
Ohio
$910K
CB
216
Chris Bulman
California
$907K
WWA
217
Wealth Watch Advisors
Colorado
$900K
Jane Street
218
Jane Street
New York
$890K
AC
219
Avestar Capital
New York
$889K
FMTC
220
Farmers & Merchants Trust Company
California
$886K
TSWM
221
Tyler-Stone Wealth Management
Ohio
$870K
TW
222
Towerpoint Wealth
California
$866K
TNBTD
223
Trustmark National Bank Trust Department
Mississippi
$861K
MSA
224
Marino Stram & Associates
Massachusetts
$859K
BNP Paribas Financial Markets
225
BNP Paribas Financial Markets
France
$845K