First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
457 hedge funds and large institutions have $5.02B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2026 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 217 increasing their positions, 150 reducing their positions, and 24 closing their positions.
100% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 24
45% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 150
2% more funds holding
Funds holding: 446 → 457 (+11)
4% more capital invested
Capital invested by funds: $4.82B → $5.02B (+$202M)
0.1% less ownership
Funds ownership: 79.27% → 79.16% (-0.1%)
18% less funds holding in top 10
Funds holding in top 10: 33 → 27 (-6)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $820K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$70.5M |
| 2 |
Morgan Stanley
New York
|
+$19.8M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$14.9M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$12M |
| 5 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
-$15.2M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$12.7M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$12.3M |
| 4 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
-$11.8M |
| 5 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$5.46M |
LMBS Hedge Fund Activity: Q2 2026 in Review
457 of the 8,349 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 Q2 2026, worth a combined $5.02B — up 4.2% from $4.82B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new LMBS positions and 24 closed out — a net gain of 24 holders — while 217 added to existing stakes and 150 trimmed.
The largest buyer was LPL Financial, adding an estimated $70.5M. The largest seller was Obermeyer Wealth Partners, exiting entirely with an estimated $15.2M sold.
- 457 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q2 2026, up from 446 in Q1 2026.
- Funds reported $5.02B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q2 2026, up 4.2% quarter-over-quarter.
- 48 funds opened new First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF positions in Q2 2026 and 24 closed out, a net change of +24 holders.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF buyer in Q2 2026 was LPL Financial, an estimated $70.5M added.
- The largest First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF seller in Q2 2026 was Obermeyer Wealth Partners, an estimated $15.2M sold.
Based on aggregated 13F filings for Q2 2026.