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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 %
EWA
426
EverSource Wealth Advisors
Alabama
– – -131 Closed
LRWM
427
Lord & Richards Wealth Management
Colorado
– – -72 Closed
HCP
428
Hexagon Capital Partners
Arkansas
– – -56 Closed
GCM
429
GKV Capital Management
California
– – -32 Closed
PA
430
PSI Advisors
Florida
– – -24 Closed
TRCT
431
Tower Research Capital (TRC)
New York
– – -11 Closed
14 15 16 17
18