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
InstitutionCwm, Llc
Latest Disclosed Ownership483,115 shares
Latest Disclosed Value $ 24,063,981
Cwm, Llc reports 23.90% increase in ownership of LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 483,115 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF (US:LMBS) valued at $24,063,958 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 389,913 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF. This represents a change in shares of 23.90% during the quarter. The current value of the position is $24,037,387 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)
2026-05-14 2026-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 483,115 93,202 23.90 24,064 126,547.37 0.0626
2026-01-26 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 389,913 46,801 13.64 19 11.76 0.0528
2025-10-15 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 343,112 -2,273 -0.66 17 0.00 0.0514
2025-07-25 2025-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 345,385 -37 -0.01 17 6.25 0.0600
2025-05-01 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 345,422 13,455 4.05 17 0.00 0.0677
2025-02-04 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 331,967 222,923 204.43 16 220.00 0.0671
2024-10-08 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 109,044 62,142 132.49 5 150.00 0.0232
2024-07-10 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 46,902 24,367 108.13 2 100.00 0.0106
2024-04-05 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 22,535 17,877 383.79 1 0.0053
2024-02-01 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 4,658 679 17.06 0 0.0012
2023-10-11 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 3,979 826 26.20 0 0.0012
2023-08-03 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 3,153 -2,539 -44.61 0 0.0009
2023-05-01 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 5,692 2,641 86.56 0 0.0018
2023-02-01 2022-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 3,051 -529 -14.78 0 -100.00 0.0011
2022-10-27 2022-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 3,580 -1,085 -23.26 170 -24.44 0.0014
2022-07-28 2022-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 4,665 833 21.74 225 19.68 0.0017
2022-04-21 2022-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 3,832 -3,668 -48.91 188 -49.87 0.0013
2022-01-31 2021-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 7,500 3,869 106.55 375 102.70 0.0026
2021-09-15 2021-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 3,631 0 0.00 185 0.00 0.0015
2021-07-29 2021-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 3,631 0 185 0.0015
2021-09-15 2021-03-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 3,631 0 0.00 185 0.00 0.0015
2021-04-27 2021-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 5,342 1,711 273 0.0024
2021-09-15 2020-12-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 3,631 0 0.00 185 0.00 0.0015
2021-01-27 2020-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 2,626 -1,005 135 0.0013
2021-09-15 2020-09-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 3,631 0 0.00 185 0.00 0.0015
2020-10-19 2020-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 4,097 466 212 0.0024
2021-09-15 2020-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 3,631 0 0.00 185 0.00 0.0015
2020-07-22 2020-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 106,301 102,670 5,494 0.0652
2021-09-15 2020-03-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 3,631 0 0.00 185 0.00 0.0015
2020-04-28 2020-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 882,692 879,061 45,017 0.6703
2021-09-14 2019-12-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 3,631 0 0.00 185 0.00 0.0015
2020-01-27 2019-12-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 2,835 -796 147 0.0019
2021-09-14 2019-09-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 3,631 0 0.00 185 0.00 0.0015
2019-10-22 2019-09-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 9,810 6,179 510 0.0074
2021-09-14 2019-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 3,631 0 0.00 185 0.00 0.0015
2019-07-31 2019-06-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 1,922 -1,709 99 0.0016
2021-09-02 2019-03-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 3,631 -169,368 -97.90 185 -97.91 0.0015
2019-04-22 2019-03-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 1,918 -171,081 98 0.0020
2019-01-25 2018-12-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 172,999 172,999 8,832 0.2205
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.