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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 %
CCG
176
Cypress Capital Group
Florida
$1.59M +$537K +10,915 +51%
SG
177
StoneX Group
New York
$1.54M +$107K +2,181 +7%
PIA
178
Perennial Investment Advisors
California
$1.52M +$102K +2,080 +7%
BWA
179
BlueChip Wealth Advisors
Georgia
$1.52M +$180K +3,656 +13%
PWM
180
Perigon Wealth Management
California
$1.48M +$59.4K +1,209 +4%
UCFA
181
United Capital Financial Advisors
Texas
$1.45M -$449K -9,125 -24%
AFM
182
Abbot Financial Management
Massachusetts
$1.42M +$12.7K +259 +0.9%
CPIG
183
Chicago Partners Investment Group
Illinois
$1.41M -$72.9K -1,487 -5%
CPIA
184
Cornell Pochily Investment Advisors
New York
$1.41M -$44.9K -914 -3%
KOMWMG
185
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.41M -$710K -14,439 -34%
PCG
186
Prosperity Consulting Group
Maryland
$1.37M -$85.6K -1,741 -6%
SWM
187
Spire Wealth Management
Virginia
$1.33M -$5.05M -102,767 -79%
CAP
188
Columbia Advisory Partners
Washington
$1.33M +$20.9K +426 +2%
NFG
189
Nations Financial Group
Iowa
$1.33M -$186K -3,778 -12%
CCB
190
Country Club Bank
Missouri
$1.33M +$1.33M +26,983 New
SIM
191
SSI Investment Management
California
$1.32M -$3.6M -73,266 -73%
FA
192
Faithward Advisors
Pennsylvania
$1.29M -$54.6K -1,111 -4%
BFA
193
Beacon Financial Advisory
Ohio
$1.26M +$806K +16,391 +176%
JWCA
194
J.W. Cole Advisors
Florida
$1.24M +$359K +7,303 +41%
BC
195
Barrett & Company
Rhode Island
$1.21M -$33.1K -673 -3%
TWM
196
TCFG Wealth Management
California
$1.2M -$87.4K -1,777 -7%
RCAG
197
Rehmann Capital Advisory Group
Michigan
$1.19M -$1.01M -20,611 -46%
PTC
198
Private Trust Company
Ohio
$1.16M -$87.2K -1,773 -7%
OIA
199
OneDigital Investment Advisors
Kansas
$1.11M -$127K -2,578 -10%
AWM
200
Axxcess Wealth Management
California
$1.09M +$17.3K +352 +2%
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