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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 %
LWM
401
Laidlaw Wealth Management
New York
– -$2.31M -47,421 Closed
CPBTD
402
Central Pacific Bank - Trust Division
Hawaii
– -$1.73M -35,460 Closed
CFGS
403
Concourse Financial Group Securities
Alabama
– -$1.61M -33,054 Closed
FHB
404
First Hawaiian Bank
Hawaii
– -$1.58M -32,507 Closed
Jane Street
405
Jane Street
New York
– -$1.38M -28,409 Closed
RWPA
406
Richard W. Paul & Associates
Michigan
– -$1.3M -26,813 Closed
OMC
407
Old Mission Capital
Illinois
– -$907K -18,633 Closed
KWA
408
Kingswood Wealth Advisors
California
– -$658K -13,516 Closed
Susquehanna International Group
409
Susquehanna International Group
Pennsylvania
– -$555K -11,397 Closed
Citadel Advisors
410
Citadel Advisors
Florida
– -$543K -11,148 Closed
DTC
411
Davidson Trust Company
Washington
– -$417K -8,561 Closed
CWA
412
Clarus Wealth Advisors
Arizona
– -$400K -8,267 Closed
SIM
413
Stratos Investment Management
Ohio
– -$308K -6,331 Closed
EFL
414
ERn Financial LLC
Wisconsin
– -$283K -5,815 Closed
KA
415
Kovack Advisors
Florida
– -$279K -5,723 Closed
QC
416
Quadrature Capital
United Kingdom
– -$262K -5,373 Closed
GI
417
Gradient Investments
Minnesota
– -$260K -5,334 Closed
DAS
418
Diversify Advisory Services
Utah
– -$257K -5,297 Closed
RW
419
Rede Wealth
Virginia
– -$245K -5,034 Closed
CA
420
Cambridge Advisors
Nebraska
– -$244K -5,023 Closed
TA
421
TrueWealth Advisors
Alabama
– -$230K -4,730 Closed
IPW
422
Impact Partnership Wealth
Georgia
– -$225K -4,618 Closed
CCB
423
Cutter & Co Brokerage
Missouri
– -$214K -4,388 Closed
KIM
424
Kestra Investment Management
Texas
– -$127K -2,609 Closed
WT
425
Washington Trust
Rhode Island
– -$58.4K -1,199 Closed
14 15 16
17
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