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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 %
PA
351
Parallel Advisors
California
$213K 4,323 +593 +16%
RG
352
Rathbones Group
United Kingdom
$210K 4,254 – –
CCP
353
Clarity Capital Partners
California
$208K 4,228 +101 +2%
DWP
354
Daymark Wealth Partners
Ohio
$208K 4,227 +4,227 New
BFG
355
Beacon Financial Group
Texas
$208K 4,226 – –
NG
356
Novem Group
New York
$207K 4,208 -56 -1%
CICC
357
Capital Investment Counsel (Colorado)
Colorado
$207K 4,195 -2,515 -37%
LSA
358
Lion Street Advisors
Texas
$205K 4,162 – –
TAM
359
Titleist Asset Management
Texas
$202K 4,107 +4,107 New
LFG
360
Larson Financial Group
Missouri
$197K 4,007 -928 -19%
PNC Financial Services Group
361
PNC Financial Services Group
Pennsylvania
$174K 3,530 -443 -11%
GSWM
362
Golden State Wealth Management
California
$164K 3,330 -1,451 -30%
PB
363
Pinnacle Bancorp
Nebraska
$159K 3,220 – –
HIA
364
Harbor Investment Advisory
Maryland
$135K 2,746 – –
MIM
365
MTM Investment Management
South Carolina
$107K 2,173 -925 -30%
OIA
366
Optimum Investment Advisors
Illinois
$93.6K 1,900 – –
RCM
367
Raleigh Capital Management
North Carolina
$91.8K 1,864 +20 +1%
RF
368
Rossby Financial
Florida
$87.6K 1,778 +5 +0.3%
RAM
369
Riggs Asset Management
Pennsylvania
$84.6K 1,718 -45 -3%
YDMI
370
Y.D. More Investments
Israel
$78.1K 1,596 +913 +134%
ADL
371
Asset Dedication LLC
California
$67.2K 1,364 +1,364 New
ACA
372
Aptus Capital Advisors
Alabama
$54K 1,097 +272 +33%
WWM
373
Wagner Wealth Management
South Carolina
$48.9K 993 -140 -12%
BDPWM
374
Barnes Dennig Private Wealth Management
Ohio
$45.6K 925 +925 New
GWANC
375
Guardian Wealth Advisors (North Carolina)
North Carolina
$40.6K 825 – –
13 14
15
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