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

397 hedge funds and large institutions have $3.81B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 177 increasing their positions, 143 reducing their positions, and 35 closing their positions.

Holders
397
Holders Change
-13
Holders Change %
-3.17%
% of All Funds
5.39%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.46%
New
36
Increased
177
Reduced
143
Closed
35
Calls
$246K
Puts
Net Calls
+$246K
Net Calls Change
+$51K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$634M 12,889,621 +819,510 +7%
LPL Financial
2
LPL Financial
California
$455M 9,249,695 -19,659 -0.2%
Wells Fargo
3
Wells Fargo
California
$250M 5,084,447 +231,160 +5%
UBS Group
4
UBS Group
Switzerland
$203M 4,129,464 -24,108 -0.6%
Raymond James Financial
5
Raymond James Financial
Florida
$168M 3,410,262 +343,406 +11%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$128M 2,610,301 -128,677 -5%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$84.2M 1,712,873 -11,328 -0.7%
Bank of America
8
Bank of America
North Carolina
$67.9M 1,381,737 +132,691 +11%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$49M 996,316 +173,388 +21%
First Trust Advisors
10
First Trust Advisors
Illinois
$48.7M 989,871 -64,643 -6%
BFG
11
Berger Financial Group
Minnesota
$47.7M 970,373 +88,782 +10%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$45.6M 928,446 -40,028 -4%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$39.1M 796,139 +93,675 +13%
CCA
14
Clearwater Capital Advisors
Illinois
$36.7M 746,011 +22,032 +3%
CIA
15
Concurrent Investment Advisors
Florida
$36.5M 742,056 +36,557 +5%
CAG
16
Csenge Advisory Group
Florida
$34.8M 712,177 +7,202 +1%
HighTower Advisors
17
HighTower Advisors
Illinois
$34.7M 706,227 +340,107 +93%
Osaic Holdings
18
Osaic Holdings
Arizona
$33.2M 675,622 +197,366 +41%
Stifel Financial
19
Stifel Financial
Missouri
$31.1M 633,192 +32,429 +5%
TC
20
Trilogy Capital
California
$26.2M 532,196 +45,034 +9%
PFS
21
Prospera Financial Services
Texas
$25.2M 513,412 +23,034 +5%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$24.4M 497,094 -14,922 -3%
FEG
23
Financial Enhancement Group
Indiana
$24.2M 497,099 +244,979 +97%
PAG
24
Private Advisor Group
New Jersey
$23.4M 475,013 +20,935 +5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$23M 468,274 +17,234 +4%