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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
$634M
2
Raymond James Financial
Raymond James Financial
Florida
$168M
3
HighTower Advisors
HighTower Advisors
Illinois
$34.7M
4
GWM
Geneos Wealth Management
Colorado
$21M
5
FEG
Financial Enhancement Group
Indiana
$24.2M

Top Sellers

1
LCAM
London & Capital Asset Management
United Kingdom
$0
2
CCM
Condor Capital Management
New Jersey
$2.49M
3
IAA
Independent Advisor Alliance
North Carolina
$6.06M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$128M
5
SWM
Spire Wealth Management
Virginia
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
326
Golden State Wealth Management
California
$235K +$223K +4,531 +1,812%
WWM
327
Western Wealth Management
Colorado
$228K -$4.62K -94 -2%
RIS
328
Retirement Income Solutions
Michigan
$228K +$228K +4,634 New
SEIA
329
Signature Estate & Investment Advisors
California
$227K +$227K +4,613 New
PWS
330
Proactive Wealth Strategies
Georgia
$226K +$2.31K +47 +1%
SAW
331
Signal Advisors Wealth
Michigan
$225K -$136K -2,775 -38%
GCA
332
Genesee Capital Advisors
New York
$224K +$1.97K +40 +0.9%
HIW
333
Holos Integrated Wealth
Pennsylvania
$221K +$92K +1,871 +72%
HAS
334
HBW Advisory Services
California
$218K +$218K +4,433 New
AF
335
Advisornet Financial
Minnesota
$215K +$133K +2,712 +163%
NG
336
Novem Group
New York
$210K +$4.77K +97 +2%
RG
337
Rathbones Group
United Kingdom
$209K +$209K +4,254 New
SFG
338
Sovereign Financial Group
Connecticut
$209K -$5.41K -110 -3%
T
339
Tidemark
California
$209K +$442 +9 +0.2%
BFG
340
Beacon Financial Group
Texas
$208K – – –
CRWM
341
Castle Rock Wealth Management
California
$206K -$492 -10 -0.2%
LSA
342
Lion Street Advisors
Texas
$205K – – –
CCP
343
Clarity Capital Partners
California
$203K +$203K +4,127 New
PNC Financial Services Group
344
PNC Financial Services Group
Pennsylvania
$195K -$148K -3,009 -43%
PA
345
Parallel Advisors
California
$183K +$183K +3,730 New
US Bancorp
346
US Bancorp
Minnesota
$166K -$137K -2,791 -45%
PB
347
Pinnacle Bancorp
Nebraska
$158K -$3.74K -76 -2%
MIM
348
MTM Investment Management
South Carolina
$152K – – –
HIA
349
Harbor Investment Advisory
Maryland
$135K – – –
SIM
350
Synergy Investment Management
Florida
$125K +$7.13K +145 +6%
12 13
14
15 16