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

396 hedge funds and large institutions have $4.22B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 204 increasing their positions, 133 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 133

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

6% more capital invested

Capital invested by funds: $3.98B → $4.22B (+$245M)

0.42% more ownership

Funds ownership: 77.97%78.39% (+0.42%)

5% less funds holding

Funds holding: 416396 (-20)

29% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 38

Holders
396
Holders Change
-20
Holders Change %
-4.81%
% of All Funds
5.2%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.41%
New
27
Increased
204
Reduced
133
Closed
38
Calls
$249K
Puts
Net Calls
+$249K
Net Calls Change
-$81K
Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
201
Trustmark National Bank Trust Department
Mississippi
$1.16M +$286K +5,778 +33%
PSFG
202
Park Square Financial Group
Georgia
$1.11M -$831K -16,795 -43%
HA
203
Helium Advisors
Washington
$1.09M +$11.1K +225 +1%
KWS
204
Keystone Wealth Services
California
$1.09M -$2.5M -50,529 -70%
TFG
205
Team Financial Group
California
$1.08M +$60.3K +1,219 +6%
FMTC
206
Farmers & Merchants Trust Company
California
$1M +$106K +2,141 +12%
GWSG
207
GPS Wealth Strategies Group
Colorado
$966K -$20.5K -415 -2%
PTC
208
Private Trust Company
Ohio
$924K +$3.71K +75 +0.4%
CAP
209
Columbia Advisory Partners
Washington
$914K -$370K -7,466 -29%
GWP
210
Gateway Wealth Partners
Wisconsin
$909K -$59.1K -1,194 -6%
AC
211
Avestar Capital
New York
$890K -$8.46K -171 -0.9%
MQWP
212
Morey & Quinn Wealth Partners
Nebraska
$888K +$50.3K +1,016 +6%
TW
213
Towerpoint Wealth
California
$885K +$9.5K +192 +1%
FA
214
Faithward Advisors
Pennsylvania
$884K -$498K -10,065 -36%
GIA
215
Gladstone Institutional Advisory
Florida
$884K -$58.1K -1,173 -6%
GM
216
GeoWealth Management
Illinois
$882K +$127K +2,569 +17%
CW
217
CreativeOne Wealth
Kansas
$880K +$275K +5,554 +46%
AWA
218
Acorn Wealth Advisors
Michigan
$878K +$424K +8,576 +95%
UCFA
219
United Capital Financial Advisors
Texas
$874K -$215K -4,340 -20%
AFP
220
Ausdal Financial Partners
Iowa
$871K +$548K +11,078 +173%
AWA
221
Arkadios Wealth Advisors
Georgia
$862K +$165K +3,328 +24%
HW
222
Hamilton Wealth
California
$855K -$1.91M -38,616 -69%
NWMG
223
National Wealth Management Group
Ohio
$852K +$342K +6,914 +68%
OIA
224
OneDigital Investment Advisors
Kansas
$835K -$125K -2,526 -13%
AP
225
Atwood & Palmer
Missouri
$827K -$352K -7,105 -30%