First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
404 hedge funds and large institutions have $3.82B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 182 increasing their positions, 144 reducing their positions, and 35 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 144
6% more funds holding in top 10
Funds holding in top 10: 32 → 34 (+2)
6% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 35
0.59% more ownership
Funds ownership: 77.41% → 77.99% (+0.59%)
3% less capital invested
Capital invested by funds: $3.94B → $3.82B (-$118M)
2% less funds holding
Funds holding: 413 → 404 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$40M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$16.8M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$16.6M |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$14.8M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCAM
London & Capital Asset Management
London,
United Kingdom
|
-$14.7M |
| 2 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
-$13.4M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$11.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.29M |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$5.02M |
LMBS Hedge Fund Activity: Q1 2025 in Review
404 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) for Q1 2025, worth a combined $3.82B — down 3% from $3.94B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new LMBS positions and 35 closed out — a net gain of 2 holders — while 182 added to existing stakes and 144 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $40M. The largest seller was London & Capital Asset Management, exiting entirely with an estimated $14.7M sold.
- 404 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q1 2025, down from 413 in Q4 2024.
- Funds reported $3.82B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q1 2025, down 3% quarter-over-quarter.
- 37 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q1 2025 and 35 closed out, a net change of +2 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q1 2025 was Morgan Stanley, an estimated $40M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q1 2025 was London & Capital Asset Management, an estimated $14.7M sold.
Based on aggregated 13F filings for Q1 2025.