LMBS icon

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 %
PFS
26
Prospera Financial Services
Texas
$21.8M 443,337 -70,075 -14%
BCM
27
Brookstone Capital Management
Illinois
$21.8M 441,694 +3,817 +0.9%
IWA
28
Inspirion Wealth Advisors
Illinois
$20.8M 422,450 +10,192 +2%
Cerity Partners
29
Cerity Partners
New York
$20.1M 407,129 +2,524 +0.6%
SFS
30
Searcy Financial Services
Kansas
$19.5M 395,350 +5,058 +1%
FEG
31
Financial Enhancement Group
Indiana
$18.1M 369,039 -128,060 -26%
VAS
32
Vestmark Advisory Solutions
Massachusetts
$17.9M 363,206 +185,184 +104%
P
33
&Partners
Tennessee
$17.8M 361,143 +173,505 +92%
AWA
34
Aaron Wealth Advisors
Illinois
$17.6M 357,186 +4,770 +1%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$17M 345,385 -37 -0%
SI
36
Stephens Inc
Arkansas
$17M 344,472 -27,077 -7%
AFA
37
American Financial Advisors
Georgia
$16.8M 341,217 -2,469 -0.7%
KPWS
38
Kestra Private Wealth Services
Texas
$16.4M 333,039 +25,071 +8%
IWC
39
Integrated Wealth Concepts
Massachusetts
$16M 325,317 +14,143 +5%
AAS
40
Avantax Advisory Services
Texas
$15.8M 321,449 +18,003 +6%
FPW
41
Fairvoy Private Wealth
Alabama
$15.4M 312,260 +5,532 +2%
TCM
42
TD Capital Management
Tennessee
$15.3M 310,700 -1,633 -0.5%
NA
43
NewEdge Advisors
Louisiana
$15.3M 309,900 +20,491 +7%
WCFA
44
Walkner Condon Financial Advisors
Wisconsin
$15.1M 307,531 +28,492 +10%
CSIC
45
Clifford Swan Investment Counsel
California
$15.1M 306,127 -2,792 -0.9%
GWM
46
Geneos Wealth Management
Colorado
$15.1M 305,634 -122,111 -29%
OWP
47
Obermeyer Wealth Partners
Colorado
$14.7M 299,341 +252 +0.1%
TPW
48
TL Private Wealth
Texas
$14.6M 298,480 -3,995 -1%
PBF
49
Petix & Botte Financial
California
$13.7M 277,213 -18,006 -6%
Mariner
50
Mariner
Kansas
$13.3M 269,441 +6,562 +2%
1
2
3 4 5