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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
0.37%
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
Morgan Stanley
1
Morgan Stanley
New York
$707M +$16.9M +338,741 +2%
LPL Financial
2
LPL Financial
California
$575M -$4.98M -99,549 -0.9%
Wells Fargo
3
Wells Fargo
California
$276M +$4.38M +87,626 +2%
UBS Group
4
UBS Group
Switzerland
$231M -$925K -18,512 -0.4%
Raymond James Financial
5
Raymond James Financial
Florida
$203M +$12.8M +256,318 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$143M +$9.97M +199,486 +7%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$119M -$3.06M -61,211 -3%
Bank of America
8
Bank of America
North Carolina
$89.4M -$4.4M -88,026 -5%
HighTower Advisors
9
HighTower Advisors
Illinois
$72.7M +$35.5M +709,693 +95%
First Trust Advisors
10
First Trust Advisors
Illinois
$66.1M +$4.44M +88,839 +7%
CIA
11
Concurrent Investment Advisors
Florida
$60.4M +$19.1M +382,941 +46%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$58.8M +$7.61M +152,234 +15%
BFG
13
Berger Financial Group
Minnesota
$52.7M +$2.16M +43,188 +4%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$52.3M +$9.42M +188,522 +22%
CCA
15
Clearwater Capital Advisors
Illinois
$42.6M +$2.28M +45,664 +6%
CAG
16
Csenge Advisory Group
Florida
$41M +$2.65M +53,047 +7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$40.9M -$9.56M -191,237 -19%
HIS
18
Harvest Investment Services
Illinois
$37M +$16M +319,467 +76%
Stifel Financial
19
Stifel Financial
Missouri
$36.7M +$1.23M +24,572 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$33.6M -$9.99M -199,773 -23%
Jane Street
21
Jane Street
New York
$33.4M +$33.4M +668,153 New
AssetMark Inc
22
AssetMark Inc
California
$30.5M +$15.6M +312,850 +105%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$28M -$2.22M -44,447 -7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$27.8M +$964K +19,289 +4%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$27.7M +$674K +13,486 +2%