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

Overview Fund Activity

406 hedge funds and large institutions have $3.95B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 154 increasing their positions, 175 reducing their positions, and 23 closing their positions.

Holders
406
Holders Change
+9
Holders Change %
+2.27%
% of All Funds
5.45%
Holding in Top 10
27
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20.59%
% of All Funds
0.36%
New
35
Increased
154
Reduced
175
Closed
23
Calls
$330K
Puts
–
Net Calls
+$330K
Net Calls Change
+$84K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$519M
2
UBS Group
2
UBS Group
Switzerland
$245M
3
Morgan Stanley
3
Morgan Stanley
New York
$662M
4
Bank of America
4
Bank of America
North Carolina
$80.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$9.67M

Top Sellers

1
AP
1
Atwood & Palmer
Missouri
$1.17M
2
PAG
2
Private Advisor Group
New Jersey
$12.9M
3
CFS
3
Commonwealth Financial Services
West Virginia
$267K
4
FEG
4
Financial Enhancement Group
Indiana
$18.1M
5
GWM
5
Geneos Wealth Management
Colorado
$15.1M
Name Market Value Shares Shares
Change 		Shares
Change %
JIP
326
Jaffetilchin Investment Partners
Florida
$254K 5,150 +52 +1%
FFA
327
Farther Finance Advisors
California
$251K 5,102 -14,780 -74%
EL
328
Essex LLC
Illinois
$250K 5,081 -112 -2%
SWM
329
SeaCrest Wealth Management
New York
$250K 5,069 – –
MI
330
Moneywise Inc
Virginia
$249K 5,058 +22 +0.4%
CAC
331
Certified Advisory Corp
Florida
$247K 5,020 +5,020 New
HSA
332
HBK Sorce Advisory
Pennsylvania
$246K 4,995 -103 -2%
WC
333
Waterloo Capital
Texas
$243K 4,925 – –
QCIG
334
Quad-Cities Investment Group
Iowa
$242K 4,904 -62 -1%
RIS
335
Retirement Income Solutions
Michigan
$233K 4,735 +101 +2%
FIM
336
Freedom Investment Management
Connecticut
$230K 4,669 -266 -5%
MP
337
Moment Partners
California
$229K 4,652 -444 -9%
PWS
338
Proactive Wealth Strategies
Georgia
$229K 4,645 +47 +1%
WWM
339
Western Wealth Management
Colorado
$229K 4,643 +5 +0.1%
SEIA
340
Signature Estate & Investment Advisors
California
$227K 4,618 +5 +0.1%
GCA
341
Genesee Capital Advisors
New York
$227K 4,602 +40 +0.9%
SB
342
Strategic Blueprint
Georgia
$227K 4,602 -697 -13%
CF
343
Centaurus Financial
California
$226K 4,586 -839 -15%
LFAS
344
Level Four Advisory Services
Texas
$224K 4,554 -426 -9%
HFP
345
Holistic Financial Partners
Indiana
$223K 4,528 -6,082 -57%
HAS
346
HBW Advisory Services
California
$223K 4,527 +94 +2%
HIW
347
Holos Integrated Wealth
Pennsylvania
$222K 4,485 – –
LSPW
348
Lake Street Private Wealth
Illinois
$221K 4,487 +4,487 New
KWA
349
Kingswood Wealth Advisors
California
$218K 4,435 +4,435 New
KWM
350
Kaydan Wealth Management
Michigan
$214K 4,351 +4,351 New
12 13
14
15 16