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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
IAA
101
Independent Advisor Alliance
North Carolina
$6.06M -$11.9M -242,143 -66%
ATPW
102
Ashton Thomas Private Wealth
Arizona
$5.94M +$702K +14,270 +13%
MFG
103
Mainsail Financial Group
Washington
$5.85M +$257K +5,229 +5%
AWS
104
Atria Wealth Solutions
New York
$5.57M -$380K -7,727 -6%
BW
105
BostonPremier Wealth
Massachusetts
$5.56M -$97.7K -1,987 -2%
TCM
106
Triumph Capital Management
Colorado
$5.49M +$257K +5,225 +5%
MWAM
107
Manhattan West Asset Management
California
$5.3M +$693K +14,100 +15%
SOS
108
Silver Oak Securities
Tennessee
$5.09M +$55.5K +1,130 +1%
SCA
109
Snowden Capital Advisors
New York
$5.08M +$366K +7,445 +8%
AWC
110
Adamsbrown Wealth Consultants
Kansas
$4.84M +$63.8K +1,298 +1%
AFA
111
Alpha Financial Advisors
North Carolina
$4.82M +$180K +3,652 +4%
AAP
112
Arax Advisory Partners
Colorado
$4.66M -$1.47M -29,841 -24%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$4.59M +$4.59M +93,302 New
BEI
114
Benjamin Edwards Inc
Missouri
$4.41M +$526K +10,704 +14%
JJBC
115
James J. Burns & Company
New York
$4.36M -$115K -2,337 -3%
Jones Financial Companies
116
Jones Financial Companies
Missouri
$4.28M +$2.93M +59,535 +216%
VWA
117
Visionary Wealth Advisors
Illinois
$4.24M -$209K -4,248 -5%
CFFP
118
Center for Financial Planning
Michigan
$4.2M +$399K +8,116 +11%
MIFH
119
Migdal Insurance & Financial Holdings
Israel
$4.02M -$37.3K -758 -0.9%
GAA
120
Global Assets Advisory
Florida
$3.93M +$2.62M +53,570 +200%
ACM
121
Anfield Capital Management
California
$3.92M +$707K +14,388 +22%
PSCM
122
Per Stirling Capital Management
Texas
$3.91M +$161K +3,267 +4%
CA
123
CoreCap Advisors
Michigan
$3.81M +$1.66M +33,758 +77%
MCM
124
MAI Capital Management
Ohio
$3.58M +$227K +4,616 +7%
BBA
125
Braun-Bostich & Associates
Pennsylvania
$3.54M -$606K -12,336 -15%
3 4
5
6 7