First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
431 hedge funds and large institutions have $4.5B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 188 increasing their positions, 146 reducing their positions, and 20 closing their positions.
210% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 20
29% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 146
8% more funds holding
Funds holding: 398 → 431 (+33)
7% more capital invested
Capital invested by funds: $4.22B → $4.5B (+$280M)
0.36% more ownership
Funds ownership: 78.42% → 78.78% (+0.36%)
3% less funds holding in top 10
Funds holding in top 10: 31 → 30 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$35.5M |
| 2 |
Jane Street
New York
|
+$33.4M |
| 3 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$19.1M |
| 4 |
LCAM
London & Capital Asset Management
London,
United Kingdom
|
+$18.1M |
| 5 |
Morgan Stanley
New York
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$15.4M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.99M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.56M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$7.84M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$7.45M |
LMBS Hedge Fund Activity: Q4 2025 in Review
431 of the 8,266 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 Q4 2025, worth a combined $4.5B — up 6.6% from $4.22B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new LMBS positions and 20 closed out — a net gain of 42 holders — while 188 added to existing stakes and 146 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $35.5M. The largest seller was Financial Enhancement Group, exiting entirely with an estimated $15.4M sold.
- 431 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q4 2025, up from 398 in Q3 2025.
- Funds reported $4.5B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q4 2025, up 6.6% quarter-over-quarter.
- 62 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q4 2025 and 20 closed out, a net change of +42 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q4 2025 was HighTower Advisors, an estimated $35.5M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q4 2025 was Financial Enhancement Group, an estimated $15.4M sold.
Based on aggregated 13F filings for Q4 2025.