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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.

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
1
Morgan Stanley
New York
$634M
2
Raymond James Financial
2
Raymond James Financial
Florida
$168M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$34.7M
4
GWM
4
Geneos Wealth Management
Colorado
$21M
5
FEG
5
Financial Enhancement Group
Indiana
$24.2M

Top Sellers

1
LCAM
1
London & Capital Asset Management
United Kingdom
$0
2
CCM
2
Condor Capital Management
New Jersey
$2.49M
3
IAA
3
Independent Advisor Alliance
North Carolina
$6.06M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$128M
5
SWM
5
Spire Wealth Management
Virginia
$1.33M
Name Market Value Shares Shares
Change 		Shares
Change %
HIS
26
Harvest Investment Services
Illinois
$22.7M 462,623 +7,413 +2%
HI
27
Harbour Investments
Wisconsin
$22.4M 455,173 +123,651 +37%
BCM
28
Brookstone Capital Management
Illinois
$21.5M 437,877 -27,467 -6%
HCA
29
Heck Capital Advisors
Wisconsin
$21.4M 435,570 +28,990 +7%
GWM
30
Geneos Wealth Management
Colorado
$21M 427,745 +302,192 +241%
IWA
31
Inspirion Wealth Advisors
Illinois
$20.3M 412,258 -1,843 -0.4%
Cerity Partners
32
Cerity Partners
New York
$19.9M 404,605 +10,938 +3%
SFS
33
Searcy Financial Services
Kansas
$19.2M 390,292 +9,704 +3%
SI
34
Stephens Inc
Arkansas
$18.3M 371,549 -27,504 -7%
AWA
35
Aaron Wealth Advisors
Illinois
$17.3M 352,416 +99,146 +39%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$17M 345,422 +13,455 +4%
AFA
37
American Financial Advisors
Georgia
$16.9M 343,686 -3,081 -0.9%
Renaissance Technologies
38
Renaissance Technologies
New York
$15.9M 324,200 +96,500 +42%
TCM
39
TD Capital Management
Tennessee
$15.4M 312,333 -582 -0.2%
IWC
40
Integrated Wealth Concepts
Massachusetts
$15.3M 311,174 +41,383 +15%
AP
41
Atwood & Palmer
Missouri
$15.2M 310,145 +40,299 +15%
CSIC
42
Clifford Swan Investment Counsel
California
$15.2M 308,919 -7,735 -2%
KPWS
43
Kestra Private Wealth Services
Texas
$15.1M 307,968 +7,973 +3%
FPW
44
Fairvoy Private Wealth
Alabama
$15.1M 306,728 +64,744 +27%
AAS
45
Avantax Advisory Services
Texas
$14.9M 303,446 -907 -0.3%
TPW
46
TL Private Wealth
Texas
$14.8M 302,475 +1,210 +0.4%
OWP
47
Obermeyer Wealth Partners
Colorado
$14.7M 299,089 +21,965 +8%
PBF
48
Petix & Botte Financial
California
$14.5M 295,219 -51,217 -15%
NA
49
NewEdge Advisors
Louisiana
$14.2M 289,409 +21,047 +8%
PA
50
Prism Advisors
California
$14M 284,791 -697 -0.2%
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