First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
407 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 37 funds opening new positions, 183 increasing their positions, 145 reducing their positions, and 35 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 145
10% more funds holding in top 10
Funds holding in top 10: 31 → 34 (+3)
6% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 35
5% more capital invested
Capital invested by funds: $3.63B → $3.81B (+$178M)
0.29% more ownership
Funds ownership: 77.44% → 77.73% (+0.29%)
2% less funds holding
Funds holding: 416 → 407 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$40M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$16.8M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$16.6M |
| 4 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$12M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCAM
London & Capital Asset Management
London,
United Kingdom
|
-$14.7M |
| 2 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
-$13.4M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$11.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.29M |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$5.02M |
LMBS Hedge Fund Activity: Q1 2025 in Review
407 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) for Q1 2025, worth a combined $3.81B — up 4.9% from $3.63B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new LMBS positions and 35 closed out — a net gain of 2 holders — while 183 added to existing stakes and 145 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $40M. The largest seller was London & Capital Asset Management, exiting entirely with an estimated $14.7M sold.
- 407 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q1 2025, down from 416 in Q4 2024.
- Funds reported $3.81B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q1 2025, up 4.9% quarter-over-quarter.
- 37 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q1 2025 and 35 closed out, a net change of +2 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q1 2025 was Morgan Stanley, an estimated $40M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q1 2025 was London & Capital Asset Management, an estimated $14.7M sold.
Based on aggregated 13F filings for Q1 2025.