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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 %
RA
76
RiverTree Advisors
Florida
$8.8M 178,920 -47,496 -21%
VAS
77
Vestmark Advisory Solutions
Massachusetts
$8.75M 178,022 +9,324 +6%
BAM
78
Bellevue Asset Management
Washington
$8.54M 173,647 +10,474 +6%
AIP
79
Ameritas Investment Partners
Nebraska
$8.42M 171,235 +12,652 +8%
SF
80
Summit Financial
New Jersey
$8.41M 171,090 +143,845 +528%
SPIA
81
Steward Partners Investment Advisory
New York
$8.33M 169,387 +53,498 +46%
IA
82
IFP Advisors
Florida
$8.33M 169,346 +16,875 +11%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$8.3M 168,921 +71,321 +73%
LA
84
LexAurum Advisors
Kansas
$7.69M 156,525 +5,963 +4%
MA
85
Mutual Advisors
Nebraska
$7.67M 156,767 +104,563 +200%
FF
86
Friedenthal Financial
New Jersey
$7.58M 154,097 +96,682 +168%
GBT
87
Grove Bank & Trust
Florida
$7.53M 153,095 +10,737 +8%
DADC
88
D.A. Davidson & Co
Montana
$7.49M 152,346 +24,058 +19%
TAM
89
TCP Asset Management
Ohio
$7.07M 143,874 +2,938 +2%
CFS
90
Commonwealth Financial Services
West Virginia
$7.06M 143,657 +6,357 +5%
SPC
91
Sigma Planning Corp
Michigan
$6.98M 141,946 -2,250 -2%
EC
92
EdgeRock Capital
Colorado
$6.89M 140,221 +5,943 +4%
OC
93
Oppenheimer & Co
New York
$6.82M 138,827 +80,912 +140%
SWP
94
Stratos Wealth Partners
Ohio
$6.7M 136,205 -13,206 -9%
IAS
95
IMA Advisory Services
Colorado
$6.65M 135,322 +135,322 New
LCM
96
Lunt Capital Management
Utah
$6.56M 133,530 +3,552 +3%
FF
97
Fairway Financial
Florida
$6.55M 133,147 +2,303 +2%
FHC
98
First Heartland Consultants
Missouri
$6.47M 131,664 +27,273 +26%
Citigroup
99
Citigroup
New York
$6.34M 128,946 -618 -0.5%
EW
100
Entruity Wealth
California
$6.1M 124,118 +2,619 +2%
2 3
4
5 6