First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
412 hedge funds and large institutions have $3.83B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 147 reducing their positions, and 35 closing their positions.
131% more capital inflows, than outflows
Capital inflows: $297M | Capital outflows: $129M
25% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 147
11% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 35
9% more funds holding in top 10
Funds holding in top 10: 33 → 36 (+3)
0.29% more ownership
Funds ownership: 77.89% → 78.18% (+0.29%)
2% less funds holding
Funds holding: 419 → 412 (-7)
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 |
Financial Enhancement Group
Anderson,
Indiana
|
+$12M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
London & Capital Asset Management
London,
United Kingdom
|
-$14.7M |
| 2 |
Condor Capital Management
Martinsville,
New Jersey
|
-$13.4M |
| 3 |
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$11.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.29M |
| 5 |
Spire Wealth Management
Mclean,
Virginia
|
-$5.02M |
LMBS Hedge Fund Activity: Q1 2025 in Review
412 of the 7,489 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 $3.83B — up 4.9% from $3.65B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new LMBS positions and 35 closed out — a net gain of 4 holders — while 184 added to existing stakes and 147 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.
- 412 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q1 2025, down from 419 in Q4 2024.
- Funds reported $3.83B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q1 2025, up 4.9% quarter-over-quarter.
- 39 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 +4 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.