First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
398 hedge funds and large institutions have $4.22B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 205 increasing their positions, 134 reducing their positions, and 38 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 134
15% more funds holding in top 10
Funds holding in top 10: 27 → 31 (+4)
6% more capital invested
Capital invested by funds: $3.98B → $4.22B (+$245M)
0.42% more ownership
Funds ownership: 78% → 78.42% (+0.42%)
5% less funds holding
Funds holding: 418 → 398 (-20)
29% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$52.8M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$29.7M |
| 3 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$22.2M |
| 4 |
Morgan Stanley
New York
|
+$18.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$16.5M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$5.39M |
| 3 |
AFA
Alpha Financial Advisors
Charlotte,
North Carolina
|
-$5.18M |
| 4 |
Renaissance Technologies
New York
|
-$4.01M |
| 5 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$3.85M |
LMBS Hedge Fund Activity: Q3 2025 in Review
398 of the 7,638 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 Q3 2025, worth a combined $4.22B — up 6.2% from $3.98B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of LMBS and 27 opened new positions — a net loss of 11 holders — while 134 trimmed existing stakes and 205 added.
The largest buyer was LPL Financial, adding an estimated $52.8M. The largest seller was UBS Group, cutting an estimated $16.5M.
- 398 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q3 2025, down from 418 in Q2 2025.
- Funds reported $4.22B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q3 2025, up 6.2% quarter-over-quarter.
- 27 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q3 2025 and 38 closed out, a net change of -11 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q3 2025 was LPL Financial, an estimated $52.8M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q3 2025 was UBS Group, an estimated $16.5M sold.
Based on aggregated 13F filings for Q3 2025.