First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
416 hedge funds and large institutions have $3.98B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 160 increasing their positions, 177 reducing their positions, and 24 closing their positions.
58% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 24
3% more funds holding
Funds holding: 404 → 416 (+12)
4% more capital invested
Capital invested by funds: $3.82B → $3.98B (+$157M)
0.02% less ownership
Funds ownership: 77.99% → 77.97% (-0.02%)
10% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 177
21% less funds holding in top 10
Funds holding in top 10: 34 → 27 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$63.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$40.9M |
| 3 |
Morgan Stanley
New York
|
+$27.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$12.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$9.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
-$14M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$10.5M |
| 3 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
-$6.77M |
| 4 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$6.27M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$5.98M |
LMBS Hedge Fund Activity: Q2 2025 in Review
416 of the 7,595 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 Q2 2025, worth a combined $3.98B — up 4.1% from $3.82B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new LMBS positions and 24 closed out — a net gain of 14 holders — while 160 added to existing stakes and 177 trimmed.
The largest buyer was LPL Financial, adding an estimated $63.3M. The largest seller was Atwood & Palmer, cutting an estimated $14M.
- 416 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q2 2025, up from 404 in Q1 2025.
- Funds reported $3.98B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q2 2025, up 4.1% quarter-over-quarter.
- 38 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q2 2025 and 24 closed out, a net change of +14 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q2 2025 was LPL Financial, an estimated $63.3M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q2 2025 was Atwood & Palmer, an estimated $14M sold.
Based on aggregated 13F filings for Q2 2025.