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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
ECA
201
Elevation Capital Advisory
Oregon
$1.31M -$357K -7,151 -21%
PIA
202
Perennial Investment Advisors
California
$1.31M +$27.6K +553 +2%
RMAM
203
Raab & Moskowitz Asset Management
New Jersey
$1.29M +$599K +11,990 +86%
NFG
204
Nations Financial Group
Iowa
$1.26M -$186K -3,724 -13%
AWM
205
AE Wealth Management
Kansas
$1.24M -$600K -12,006 -33%
AWA
206
Acorn Wealth Advisors
Michigan
$1.24M +$362K +7,237 +41%
PCG
207
Prosperity Consulting Group
Maryland
$1.23M -$131K -2,622 -10%
TFG
208
Team Financial Group
California
$1.22M +$144K +2,874 +13%
GAA
209
Global Assets Advisory
Florida
$1.22M -$57.4K -1,149 -5%
BC
210
Barrett & Company
Rhode Island
$1.21M -$24.9K -499 -2%
TWM
211
TCFG Wealth Management
California
$1.18M +$5.7K +114 +0.5%
KWS
212
Keystone Wealth Services
California
$1.16M +$66.8K +1,336 +6%
HH
213
Hilltop Holdings
Texas
$1.11M -$159K -3,187 -13%
PA
214
ProCore Advisors
California
$1.1M +$1.1M +21,909 New
SFS
215
Sowell Financial Services
Arkansas
$1.08M -$995K -19,895 -48%
PEWA
216
Pacific Excel Wealth Advisors
California
$1.08M +$1.08M +21,638 New
GSEP
217
Golden State Equity Partners
California
$1.08M -$1.14M -22,878 -52%
CWA
218
Crusonia Wealth Advisors
Colorado
$1.07M +$1.07M +21,358 New
BCI
219
Brinker Capital Investments
Pennsylvania
$1.04M -$1.33M -26,646 -56%
PTC
220
Private Trust Company
Ohio
$1.03M +$105K +2,106 +11%
HA
221
Helium Advisors
Washington
$1.03M -$65.1K -1,303 -6%
AC
222
Avestar Capital
New York
$1.03M +$138K +2,757 +15%
SW
223
SMART Wealth
Nebraska
$1M +$188K +3,752 +23%
BW
224
BostonPremier Wealth
Massachusetts
$1,000K -$4.77M -95,422 -83%
CPA
225
Clear Point Advisors
New York
$967K +$967K +19,347 New