First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
444 hedge funds and large institutions have $4.81B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 217 increasing their positions, 139 reducing their positions, and 30 closing their positions.
67% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 30
56% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 139
10% more funds holding in top 10
Funds holding in top 10: 30 → 33 (+3)
7% more capital invested
Capital invested by funds: $4.5B → $4.81B (+$308M)
3% more funds holding
Funds holding: 431 → 444 (+13)
0.39% more ownership
Funds ownership: 78.78% → 79.17% (+0.39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$60.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$41.4M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$20.9M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$18.7M |
| 5 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$29.1M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$11.6M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$11.2M |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$10.3M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$9.82M |
LMBS Hedge Fund Activity: Q1 2026 in Review
444 institutional investors reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) for Q1 2026, worth a combined $4.81B — up 6.8% from $4.5B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new LMBS positions and 30 closed out — a net gain of 20 holders — while 217 added to existing stakes and 139 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $60.3M. The largest seller was Jane Street, cutting an estimated $29.1M.
- 444 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q1 2026, up from 431 in Q4 2025.
- Funds reported $4.81B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q1 2026, up 6.8% quarter-over-quarter.
- 50 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q1 2026 and 30 closed out, a net change of +20 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q1 2026 was Morgan Stanley, an estimated $60.3M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q1 2026 was Jane Street, an estimated $29.1M sold.
Based on aggregated 13F filings for Q1 2026.