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

Top Sellers

1
LCAM
London & Capital Asset Management
United Kingdom
$0
2
CCM
Condor Capital Management
New Jersey
$2.49M
3
IAA
Independent Advisor Alliance
North Carolina
$6.06M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$128M
5
SWM
Spire Wealth Management
Virginia
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWS
126
Keystone Wealth Services
California
$3.53M +$225K +4,582 +7%
PFG
127
Prosperity Financial Group
California
$3.41M -$3.39M -68,986 -50%
USCWA
128
U.S. Capital Wealth Advisors
Texas
$3.35M +$855K +17,401 +34%
SWTS
129
Stonehaven Wealth & Tax Solutions
Wisconsin
$3.25M +$1.27M +25,913 +64%
VCM
130
Virtue Capital Management
Tennessee
$3.11M +$3.11M +63,250 New
DWMS
131
Dominguez Wealth Management Solutions
Virginia
$3.11M +$38.6K +785 +1%
TGAM
132
TBH Global Asset Management
Tennessee
$3.08M +$249K +5,058 +9%
FAIM
133
Financial Advocates Investment Management
Washington
$3.01M -$120K -2,436 -4%
VA
134
VestGen Advisors
Illinois
$2.98M +$2.98M +60,694 New
VCM
135
Vivaldi Capital Management
Illinois
$2.97M -$787K -16,001 -21%
FPWM
136
FSB Premier Wealth Management
Iowa
$2.94M +$210K +4,272 +8%
CA
137
Continuum Advisory
Idaho
$2.83M +$560K +11,385 +25%
AWM
138
AE Wealth Management
Kansas
$2.76M -$71.7K -1,458 -3%
CF
139
Claris Financial
Virginia
$2.75M – – –
DWP
140
Destiny Wealth Partners
Florida
$2.69M +$203K +4,125 +8%
CHC
141
City Holding Co
West Virginia
$2.58M +$558K +11,353 +28%
DC
142
Davenport & Co
Virginia
$2.58M -$1.72K -35 -0.1%
CCM
143
Condor Capital Management
New Jersey
$2.49M -$13.5M -274,272 -84%
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$2.48M +$433K +8,810 +21%
PSFG
145
Park Square Financial Group
Georgia
$2.47M -$770K -15,672 -24%
IWM
146
Iams Wealth Management
Nebraska
$2.46M -$343K -6,968 -12%
BAM
147
Belpointe Asset Management
Nevada
$2.45M +$1.72M +34,981 +237%
NPAN
148
Northeast Planning Associates NH
New Hampshire
$2.42M +$2.42M +49,306 New
EWM
149
Endowment Wealth Management
Wisconsin
$2.37M +$383K +7,785 +19%
AWM
150
Apollon Wealth Management
South Carolina
$2.37M -$441K -8,975 -16%
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