First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
453 hedge funds and large institutions have $5.03B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2026 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 215 increasing their positions, 149 reducing their positions, and 24 closing their positions.
96% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 24
44% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 149
2% more funds holding
Funds holding: 444 → 453 (+9)
4% more capital invested
Capital invested by funds: $4.81B → $5.03B (+$216M)
0.13% more ownership
Funds ownership: 79.17% → 79.3% (+0.13%)
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 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$18.8M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$14.9M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$12M |
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
453 of the 8,286 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 $5.03B — up 4.5% from $4.81B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new LMBS positions and 24 closed out — a net gain of 23 holders — while 215 added to existing stakes and 149 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.
- 453 institutional investors held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) as of Q2 2026, up from 444 in Q1 2026.
- Funds reported $5.03B of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF stock for Q2 2026, up 4.5% quarter-over-quarter.
- 47 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 +23 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.