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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
Morgan Stanley
1
Morgan Stanley
New York
$688M +$18.2M +368,599 +3%
LPL Financial
2
LPL Financial
California
$578M +$52.8M +1,067,632 +10%
Wells Fargo
3
Wells Fargo
California
$271M +$12.6M +254,204 +5%
UBS Group
4
UBS Group
Switzerland
$231M -$16.5M -333,813 -7%
Raymond James Financial
5
Raymond James Financial
Florida
$190M +$10.6M +214,907 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$133M +$6.18M +124,947 +5%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$122M +$29.7M +599,674 +33%
Bank of America
8
Bank of America
North Carolina
$93.5M +$12.2M +246,797 +15%
First Trust Advisors
9
First Trust Advisors
Illinois
$61.4M +$6.4M +129,380 +12%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$51M +$3.88M +78,316 +8%
BFG
11
Berger Financial Group
Minnesota
$50.4M +$1.02M +20,541 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$50.3M +$1.97M +39,802 +4%
Osaic Holdings
13
Osaic Holdings
Arizona
$43.4M +$1.08M +21,734 +3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$42.7M +$1.22M +24,597 +3%
CIA
15
Concurrent Investment Advisors
Florida
$41.1M +$2.44M +49,358 +6%
CCA
16
Clearwater Capital Advisors
Illinois
$40.2M +$2.55M +51,460 +7%
CAG
17
Csenge Advisory Group
Florida
$38.2M +$1.56M +31,611 +4%
HighTower Advisors
18
HighTower Advisors
Illinois
$37.1M +$2.33M +47,060 +7%
Stifel Financial
19
Stifel Financial
Missouri
$35.3M +$7.93M +160,172 +29%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$30.1M +$12M +242,154 +67%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$26.9M +$1.71M +34,526 +7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$26.7M +$4.48M +90,575 +20%
HCA
23
Heck Capital Advisors
Wisconsin
$24.4M +$1.83M +36,956 +8%
TC
24
Trilogy Capital
California
$24.3M -$744K -15,037 -3%
HI
25
Harbour Investments
Wisconsin
$24.1M +$693K +13,995 +3%