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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 %
NW
151
NewEdge Wealth
Pennsylvania
$2.34M -$25.6K -521 -1%
IWM
152
IHT Wealth Management
Illinois
$2.34M +$240K +4,879 +11%
BCI
153
Brinker Capital Investments
Pennsylvania
$2.31M -$61.9K -1,260 -3%
OPS
154
Orion Portfolio Solutions
Nebraska
$2.31M -$61.9K -1,260 -3%
KFP
155
KMG Fiduciary Partners
Ohio
$2.27M +$35.2K +717 +2%
BIA
156
Bigelow Investment Advisors
Maine
$2.23M +$214K +4,351 +11%
AC
157
AIFG Consultants
New York
$2.23M -$140K -2,843 -6%
MFG
158
Midwest Financial Group
Kansas
$2.21M -$2.32M -47,255 -51%
CCA
159
Cottonwood Capital Advisors
Utah
$2.08M -$35.9K -731 -2%
MW
160
Maia Wealth
Colorado
$2.07M +$230K +4,720 +13%
CAS
161
Coppell Advisory Solutions
Texas
$2.06M +$509K +10,370 +33%
PAS
162
Park Avenue Securities
New York
$2.03M -$307K -6,245 -13%
WS
163
Wedbush Securities
California
$2.03M +$95.8K +1,948 +5%
PCIA
164
Prime Capital Investment Advisors
Kansas
$1.94M -$39.6K -805 -2%
PG
165
Patten Group
Tennessee
$1.94M +$150K +3,050 +8%
ASN
166
Advisory Services Network
Georgia
$1.93M -$890K -18,109 -32%
Wealth Enhancement Advisory Services
167
Wealth Enhancement Advisory Services
Minnesota
$1.87M +$379K +7,700 +25%
IFS
168
Ifrah Financial Services
Arkansas
$1.87M +$73.3K +1,492 +4%
Bank of New York Mellon
169
Bank of New York Mellon
New York
$1.84M -$204K -4,142 -10%
CWA
170
Centennial Wealth Advisory
Michigan
$1.76M +$623K +12,673 +55%
EH
171
Equitable Holdings
New York
$1.76M +$612K +12,452 +54%
IA
172
IFG Advisory
Georgia
$1.71M +$582K +11,830 +52%
TFP
173
Traction Financial Partners
Wyoming
$1.68M -$104K -2,115 -6%
AWMNY
174
Arcadia Wealth Management (New York)
New York
$1.68M +$103K +2,088 +7%
WWA
175
Wisconsin Wealth Advisors
Wisconsin
$1.61M +$45.6K +928 +3%
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