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
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership295,168 shares
Latest Disclosed Value $ 14,702,318
IFP Advisors, Inc reports 3.83% decrease in ownership of LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 295,168 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF (US:LMBS) valued at $14,702,318 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 306,917 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF. This represents a change in shares of -3.83% during the quarter. The current value of the position is $14,669,850 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)
2026-04-13 2026-03-31 13F FIRST TR EXCHANGE-TRADED FD mc 33739Q200 295,168 -11,749 -3.83 14,702 -4.17 0.3049
2026-02-06 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD mc 33739Q200 306,917 32,785 11.96 15,343 12.40 0.3444
2026-02-06 2025-09-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT mc 33739Q200 274,132 49,906 22.26 13,649 23.58 0.3545
2025-12-02 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT mc 33739Q200 274,186 49,960 13,652 0.3521
2025-07-24 2025-06-30 13F FIRST TR EXCHANGE-TRADED mc 33739Q200 224,226 54,880 32.41 11,045 32.67 0.3141
2025-05-05 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD mc 33739Q200 169,346 16,875 11.07 8,325 12.20 0.2567
2025-02-04 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD mc 33739Q200 152,471 25,076 19.68 7,421 17.89 0.2430
2025-02-04 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD mc 33739Q200 127,395 -2,625 -2.02 6,295 0.75 0.2269
2024-07-30 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD mc 33739Q200 130,020 -168,480 -56.44 6,247 -56.62 0.2479
2024-07-30 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD mc 33739Q200 298,500 63,266 26.89 14,403 26.71 0.6316
2024-01-09 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD mc 33739Q200 235,234 -188,820 -44.53 11,367 -43.26 0.5365
2023-10-12 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD mc 33739Q200 424,054 -5,394 -1.26 20,032 -2.14 0.9005
2023-08-14 2023-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD mc 33739Q200 429,448 88,067 25.80 20,472 17.14 0.8561
2023-08-04 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD mc 33739Q200 429,448 88,067 21,983 1.0172
2023-04-18 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD mc 33739Q200 341,381 143,899 72.87 17,475 174,650.00 0.7605
2023-02-07 2022-12-31 13F FIRST TR EXCHANGE-TRADED FD mc 33739Q200 197,482 -17,361 -8.08 10 -99.91 0.2703
2022-11-08 2022-09-30 13F FIRST TR EXCHANGE-TRADED FD mc 33739Q200 214,843 15,651 7.86 10,999 7.87 0.2867
2022-09-06 2022-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD mc 33739Q200 199,192 0 0.00 10,197 0.00 0.3270
2022-08-12 2022-06-30 13F FIRST TR EXCHANGETRADED FD FST LOW OPPT EFT CEF 33739Q200 5,904 -193,288 303 0.5424
2022-09-06 2022-03-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD mc 33739Q200 199,192 135,791 214.18 10,197 221.98 0.3270
2022-08-08 2022-03-31 13F FIRST TR EXCHANGETRADED FD FST LOW OPPT EFT CEF 33739Q200 88,094 24,693 4,507 0.0920
2022-01-12 2021-12-31 13F FIRST TR EXCHANGETRADED FD FST LOW OPPT EFT CEF 33739Q200 63,401 -8,835 -12.23 3,167 -13.26 0.0619
2021-10-06 2021-09-30 13F FIRST TR EXCHANGETRADED FD FST LOW OPPT EFT CEF 33739Q200 72,236 12,808 21.55 3,651 20.61 0.0730
2021-07-13 2021-06-30 13F FIRST TR EXCHANGETRADED FD FST LOW OPPT EFT CEF 33739Q200 59,428 -18,896 -24.13 3,027 -24.32 0.0627
2021-04-30 2021-03-31 13F FIRST TR EXCHANGETRADED FD FST LOW OPPT EFT CEF 33739Q200 78,324 -21,651 -21.66 4,000 -22.28 0.0778
2021-01-25 2020-12-31 13F FIRST TR EXCHANGETRADED FD FST LOW OPPT EFT CEF 33739Q200 99,975 -173,410 -63.43 5,147 -63.52 0.2086
2020-10-29 2020-09-30 13F FIRST TR EXCHANGETRADED FD FST LOW OPPT EFT CEF 33739Q200 273,385 -113,419 -29.32 14,111 -29.43 0.8423
2020-08-05 2020-06-30 13F FIRST TR EXCHANGETRADED FD FST LOW OPPT EFT CEF 33739Q200 386,804 33,721 9.55 19,997 12.06 1.5847
2020-05-12 2020-03-31 13F FIRST TR EXCHANGETRADED FD FST LOW OPPT EFT CEF 33739Q200 353,083 70,034 24.74 17,845 21.75 1.8008
2020-01-17 2019-12-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT CEF 33739Q200 283,049 -46,421 -14.09 14,657 -14.37 1.1017
2019-11-07 2019-09-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT CEF 33739Q200 329,470 194,171 143.51 17,116 146.59 1.1467
2019-05-15 2019-03-31 13F FIRST TRUSTLOW DURATIONOPPORTUNITIES ETF ETF 33739Q200 135,299 30,192 28.73 6,941 29.52 0.9476
2019-06-03 2018-12-31 13F/A-10 FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF ETF 33739Q200 105,107 -20,326 -16.20 5,359 -16.17 0.3266
2019-01-23 2018-12-31 13F FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF ETF 33739Q200 105,107 -20,326 5,359 0.3266
2019-06-03 2018-09-30 13F/A-9 FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF ETF 33739Q200 125,433 8,837 7.58 6,393 7.16 0.2606
2018-10-25 2018-09-30 13F FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF ETF 33739Q200 125,433 8,837 6,393 0.2606
2019-06-03 2018-06-30 13F/A-8 FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF ETF 33739Q200 116,596 83,581 253.16 5,966 249.91 0.2509
2018-08-07 2018-06-30 13F FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF ETF 33739Q200 116,596 10,235 5,966
2019-06-03 2018-03-31 13F/A-7 FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF ETF 33739Q200 33,015 0 0.00 1,705 0.00 0.0773
2018-05-09 2018-03-31 13F FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF ETF 33739Q200 106,361 73,346 5,464
2019-06-03 2017-12-31 13F/A-6 FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF ETF 33739Q200 33,015 1,509 4.79 1,705 4.09 0.0773
2018-01-24 2017-12-31 13F FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF ETF 33739Q200 33,015 1,509 1,705
2017-10-30 2017-09-30 13F FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF ETF 33739Q200 31,506 2,338 8.02 1,638 7.76 0.0650
2019-06-03 2017-06-30 13F/A-5 FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF ETF 33739Q200 29,168 3,875 15.32 1,520 15.50 0.0644
2017-07-31 2017-06-30 13F FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF ETF 33739Q200 29,168 3,875 1,520
2019-06-03 2017-03-31 13F/A-4 FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF ETF 33739Q200 25,293 10,002 65.41 1,316 64.91 0.0573
2017-04-26 2017-03-31 13F FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF ETF 33739Q200 25,293 10,002 1,316
2019-06-03 2016-12-31 13F/A-3 FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF ETF 33739Q200 15,291 8,540 126.50 798 125.42 0.0385
2017-02-14 2016-12-31 13F FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF ETF 33739Q200 15,291 8,540 798
2016-11-04 2016-09-30 13F FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF ETF 33739Q200 6,751 6,751 -95.01 354 -94.90 0.0184
2016-08-22 2016-06-30 13F FIRST TRUSTLOW DURATIONOPPORTUNITIES ETF ETF 33739Q200 0 -135,299 -100.00 0 -100.00
2019-06-03 2016-03-31 13F/A-1 FIRST TRUSTLOW DURATIONOPPORTUNITIES ETF ETF 33739Q200 135,299 135,299 6,941 0.9476
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.