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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
+$40.3M
2
Raymond James Financial
Raymond James Financial
Florida
+$16.9M
3
HighTower Advisors
HighTower Advisors
Illinois
+$16.7M
4
GWM
Geneos Wealth Management
Colorado
+$14.9M
5
FEG
Financial Enhancement Group
Indiana
+$11.9M

Top Sellers

1
LCAM
London & Capital Asset Management
United Kingdom
-$14.7M
2
CCM
Condor Capital Management
New Jersey
-$13.5M
3
IAA
Independent Advisor Alliance
North Carolina
-$11.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.33M
5
SWM
Spire Wealth Management
Virginia
-$5.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
201
Helium Advisors
Washington
$1.08M -$39.2K -797 -4%
GPW
202
Gentry Private Wealth
Kansas
$1.07M -$12K -245 -1%
GWP
203
Gateway Wealth Partners
Wisconsin
$1.06M +$70K +1,423 +7%
TSWM
204
Tyler-Stone Wealth Management
Ohio
$1.04M -$4.92K -100 -0.5%
FFA
205
Farther Finance Advisors
California
$978K +$126K +2,557 +15%
IIL
206
Insight Inv LLC
California
$952K +$521K +10,605 +121%
GWSG
207
GPS Wealth Strategies Group
Colorado
$946K -$12.9K -263 -1%
WWA
208
Wealth Watch Advisors
Colorado
$944K +$242K +4,923 +34%
IAN
209
Integrated Advisors Network
Texas
$935K -$77.5K -1,577 -8%
CWP
210
Core Wealth Partners
California
$923K -$344K -6,995 -27%
PS
211
Principal Securities
Iowa
$910K – – –
GIA
212
Gladstone Institutional Advisory
Florida
$904K +$99.4K +2,021 +12%
HH
213
Hilltop Holdings
Texas
$903K +$50K +1,018 +6%
FMTC
214
Farmers & Merchants Trust Company
California
$884K +$12.4K +252 +1%
TNBTD
215
Trustmark National Bank Trust Department
Mississippi
$879K +$420K +8,553 +92%
AC
216
Avestar Capital
New York
$877K +$30.9K +629 +4%
TA
217
TFB Advisors
Kansas
$875K +$109K +2,224 +14%
Creative Planning
218
Creative Planning
Kansas
$868K +$350K +7,110 +67%
CB
219
Chris Bulman
California
$864K +$272K +5,538 +46%
TW
220
Towerpoint Wealth
California
$847K +$26.9K +548 +3%
MQWP
221
Morey & Quinn Wealth Partners
Nebraska
$826K +$150K +3,045 +22%
IWA
222
Integrity Wealth Advisors
California
$806K -$66.4K -1,351 -8%
SW
223
StrongBox Wealth
Missouri
$805K +$805K +16,375 New
VBFG
224
Vishria Bird Financial Group
Tennessee
$800K -$4.97K -101 -0.6%
6F
225
626 Financial
Michigan
$788K -$5.06K -103 -0.6%
7 8
9
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