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

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$40.3M
2
Raymond James Financial
Raymond James Financial
Florida
+$16.9M
3
HighTower Advisors
HighTower Advisors
Illinois
+$16.7M
4
GWM
Geneos Wealth Management
Colorado
+$14.9M
5
FEG
Financial Enhancement Group
Indiana
+$11.9M

Top Sellers

1
LCAM
London & Capital Asset Management
United Kingdom
-$14.7M
2
CCM
Condor Capital Management
New Jersey
-$13.5M
3
IAA
Independent Advisor Alliance
North Carolina
-$11.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.33M
5
SWM
Spire Wealth Management
Virginia
-$5.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
226
NBC Securities
Alabama
$783K +$782K +15,930 +93,706%
CWM
227
Concentrum Wealth Management
California
$777K – – –
BA
228
Ballew Advisors
Mississippi
$776K +$50.7K +1,046 +7%
PA
229
PFG Advisors
Arizona
$771K -$13K -264 -2%
RSWM
230
Robertson Stephens Wealth Management
California
$766K -$3.15K -64 -0.4%
GM
231
GeoWealth Management
Illinois
$757K +$550K +11,189 +266%
BNP Paribas Financial Markets
232
BNP Paribas Financial Markets
France
$733K +$704K +14,311 +2,409%
IAIM
233
International Assets Investment Management
Florida
$726K +$143K +2,900 +24%
FAM
234
Flaharty Asset Management
Florida
$725K -$18.4K -374 -2%
MWM
235
Maridea Wealth Management
New York
$714K -$67.7K -1,378 -9%
SA
236
Sovran Advisors
California
$702K +$403K +8,245 +135%
NCM
237
Narwhal Capital Management
Georgia
$688K +$5.51K +112 +0.8%
LSIA
238
LaSalle St. Investment Advisors
Illinois
$686K -$393 -8 -0.1%
BAS
239
Brueske Advisory Services
Washington
$660K -$133K -2,700 -17%
TFG
240
Team Financial Group
California
$648K +$256K +5,206 +65%
VFG
241
Valley Financial Group
Pennsylvania
$616K +$35.1K +713 +6%
CFD
242
Creative Financial Designs
Indiana
$614K +$53.9K +1,097 +10%
OCFG
243
O'Connor Financial Group
Illinois
$605K +$45.1K +918 +8%
AWM
244
Avaii Wealth Management
Wisconsin
$598K +$38.2K +776 +7%
BPA
245
Beacon Pointe Advisors
California
$589K -$13K -264 -2%
1W
246
1776 Wealth
Georgia
$571K -$95.9K -1,950 -14%
Ameriprise
247
Ameriprise
Minnesota
$566K -$2.75M -55,959 -83%
MWM
248
Mattern Wealth Management
Kansas
$565K -$24.6K -500 -4%
SW
249
Simplicity Wealth
New Jersey
$555K +$555K +11,289 New
CW
250
CreativeOne Wealth
Kansas
$551K +$551K +11,205 New
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10
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