First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
US ˙ NasdaqGM ˙ US33739Q2003

SecurityLMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
InstitutionEquitable Holdings, Inc.
Latest Disclosed Ownership116,735 shares
Latest Disclosed Value $ 5,835,243
Equitable Holdings, Inc. reports 57.97% increase in ownership of LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF

On May 15, 2026 - Equitable Holdings, Inc. filed a 13F-HR form disclosing ownership of 116,735 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF (US:LMBS) valued at $5,814,570 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 73,897 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF. This represents a change in shares of 57.97% during the quarter. The current value of the position is $5,801,730 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 116,735 42,838 57.97 5,835 57.96 0.0328
2026-02-17 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 73,897 10,882 17.27 3,694 17.76 0.0253
2025-11-14 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 63,015 8,486 15.56 3,138 16.79 0.0231
2025-08-15 2025-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 54,529 18,809 52.66 2,686 53.05 0.0221
2025-05-13 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 35,720 12,452 53.52 1,756 55.04 0.0167
2025-02-12 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 23,268 -281 -1.19 1,132 -2.67 0.0108
2024-11-14 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 23,549 -4,273 -15.36 1,164 -12.95 0.0113
2024-08-14 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 27,822 6,784 32.25 1,337 31.63 0.0141
2024-05-14 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 21,038 5,693 37.10 1,015 36.98 0.0114
2024-02-13 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 15,345 549 3.71 741 6.16 0.0091
2023-11-14 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 14,796 357 2.47 699 1.45 0.0100
2023-08-15 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 14,439 -5,397 -27.21 688 -27.50 0.0099
2023-05-15 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 19,836 3,860 24.16 950 25.36 0.0152
2023-02-14 2022-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 15,976 660 4.31 757 4.41 0.0132
2022-11-14 2022-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 15,316 6,648 76.70 725 73.03 0.0142
2022-08-15 2022-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 8,668 -14,353 -62.35 419 -62.82 0.0080
2022-05-13 2022-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 23,021 -10,088 -30.47 1,127 -31.90 0.0184
2022-02-11 2021-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 33,109 -819 -2.41 1,655 -3.55 0.0261
2021-11-12 2021-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 33,928 2,668 8.53 1,716 7.86 0.0293
2021-08-11 2021-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 31,260 -773 -2.41 1,591 -2.75 0.0274
2021-05-14 2021-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 32,033 262 0.82 1,636 0.06 0.0346
2021-02-09 2020-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 31,771 6,157 24.04 1,635 23.49 0.0372
2020-11-13 2020-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 25,614 5,021 24.38 1,324 24.44 0.0342
2020-08-13 2020-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 20,593 2,405 13.22 1,064 14.66 0.0306
2020-05-15 2020-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 18,188 755 4.33 928 2.77 0.0333
2020-05-28 2019-12-31 13F/A-1 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 17,433 17,433 903 0.0264
2020-02-18 2019-12-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 17,433 903 0.0047
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.