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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS

Overview Fund Activity

407 hedge funds and large institutions have $3.95B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 175 reducing their positions, and 23 closing their positions.

Holders
407
Holders Change
+10
Holders Change %
+2.52%
% of All Funds
5.46%
Holding in Top 10
27
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20.59%
% of All Funds
0.36%
New
36
Increased
154
Reduced
175
Closed
23
Calls
$330K
Puts
–
Net Calls
+$330K
Net Calls Change
+$84K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$519M
2
UBS Group
2
UBS Group
Switzerland
$245M
3
Morgan Stanley
3
Morgan Stanley
New York
$662M
4
Bank of America
4
Bank of America
North Carolina
$80.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$9.67M

Top Sellers

1
AP
1
Atwood & Palmer
Missouri
$1.17M
2
PAG
2
Private Advisor Group
New Jersey
$12.9M
3
CFS
3
Commonwealth Financial Services
West Virginia
$267K
4
FEG
4
Financial Enhancement Group
Indiana
$18.1M
5
GWM
5
Geneos Wealth Management
Colorado
$15.1M
Name Market Value Shares Shares
Change 		Shares
Change %
NW
151
NewEdge Wealth
Pennsylvania
$2.3M 46,536 -1,164 -2%
BFA
152
Beacon Financial Advisory
Ohio
$2.29M 46,587 +20,885 +81%
KFP
153
KMG Fiduciary Partners
Ohio
$2.27M 46,102 +4 +0%
AWM
154
Apollon Wealth Management
South Carolina
$2.27M 46,010 -2,143 -4%
AWM
155
AE Wealth Management
Kansas
$2.23M 45,330 -10,779 -19%
BCI
156
Brinker Capital Investments
Pennsylvania
$2.16M 43,810 -3,135 -7%
TGAM
157
TBH Global Asset Management
Tennessee
$2.1M 42,589 -20,155 -32%
AC
158
AIFG Consultants
New York
$2.09M 42,341 -2,945 -7%
SFS
159
Sowell Financial Services
Arkansas
$2.08M 42,269 +36,215 +598%
PAS
160
Park Avenue Securities
New York
$2.08M 42,202 +902 +2%
CCB
161
Country Club Bank
Missouri
$2.07M 42,033 +15,050 +56%
PG
162
Patten Group
Tennessee
$2.02M 41,085 +1,711 +4%
CCA
163
Cottonwood Capital Advisors
Utah
$2.02M 40,984 -1,296 -3%
CF
164
Claris Financial
Virginia
$2M 40,681 -15,892 -28%
TFP
165
Traction Financial Partners
Wyoming
$2M 40,555 +6,283 +18%
PSFG
166
Park Square Financial Group
Georgia
$1.93M 39,084 -11,169 -22%
Bank of New York Mellon
167
Bank of New York Mellon
New York
$1.9M 38,572 +1,227 +3%
PWM
168
Perigon Wealth Management
California
$1.89M 38,446 +8,322 +28%
WS
169
Wedbush Securities
California
$1.88M 38,220 -3,064 -7%
MFG
170
Midwest Financial Group
Kansas
$1.88M 38,148 -6,712 -15%
AFM
171
Abbot Financial Management
Massachusetts
$1.86M 37,789 +8,871 +31%
IFS
172
Ifrah Financial Services
Arkansas
$1.86M 37,781 -186 -0.5%
PCIA
173
Prime Capital Investment Advisors
Kansas
$1.85M 37,568 -1,984 -5%
IWM
174
Iams Wealth Management
Nebraska
$1.82M 36,861 -13,114 -26%
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$1.77M 35,852 +35,852 New
5 6
7
8 9