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
InstitutionSpire Wealth Management
Latest Disclosed Ownership7,280 shares
Latest Disclosed Value $ 362,617
Spire Wealth Management reports 26.85% increase in ownership of LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF

On April 22, 2026 - Spire Wealth Management filed a 13F-HR form disclosing ownership of 7,280 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF (US:LMBS) valued at $362,617 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 5,739 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF. This represents a change in shares of 26.85% during the quarter. The current value of the position is $361,816 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)
2026-04-22 2026-03-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 7,280 1,541 26.85 363 26.57 0.0078
2026-01-14 2025-12-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 5,739 837 17.07 287 17.21 0.0096
2025-10-23 2025-09-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 4,902 -1,826 -27.14 244 -26.28 0.0083
2025-08-04 2025-06-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 6,728 -20,419 -75.22 331 -75.19 0.0119
2025-04-23 2025-03-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 27,147 -102,767 -79.10 1,335 -78.90 0.0427
2025-01-24 2024-12-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 129,914 129,914 6,323 0.1964
2024-10-15 2024-09-30 13F First Trust Low Duration Opportunity ETF 33739Q200 0 -439 -100.00 0 0.0000
2024-07-31 2024-06-30 13F First Trust Low Duration Opportunity ETF 33739Q200 439 0 0.00 0 -100.00 0.0000
2024-04-24 2024-03-31 13F First Trust Low Duration Opportunities ETF ETF 33739Q200 439 0 0.00 21,182 100,766.67 0.3845
2024-02-06 2023-12-31 13F FIRST TRUST LOW DURATION OPP ETF 33739Q200 439 0 0.00 21 5.00 0.0007
2023-11-08 2023-09-30 13F FIRST TRUST LOW DURATION OPPORTUNITY COM 33739Q200 439 0 0.00 21 0.00 0.0008
2023-08-09 2023-06-30 13F FIRST TRUST LOW DURATION OPP COM SHS 33739Q200 439 0 0.00 21 0.00 0.0008
2023-05-09 2023-03-31 13F First Trust Low Duration Opport 33739Q200 439 0 0.00 21 0.0008
2023-02-03 2022-12-31 13F FIRST TRUST LOW DURATION OPP ETF 33739Q200 439 0 0.00 0 -100.00 0.0012
2022-11-07 2022-09-30 13F FIRST TRUST LOW DURATION OPPORTUNITY ETF 33739Q200 439 439 21 0.0013
2022-07-22 2022-06-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 0 -335,699 -100.00 0 -100.00
2022-04-18 2022-03-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 335,699 -72,391 -17.74 16,451 -19.41 0.4404
2022-01-14 2021-12-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 408,090 13,801 3.50 20,412 2.18 0.4529
2021-10-22 2021-09-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 394,289 42,925 12.22 19,977 11.08 0.5292
2021-07-26 2021-06-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 351,364 -17,840 -4.83 17,984 -4.18 0.4866
2021-05-21 2021-03-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 369,204 369,204 18,769 0.4993
2021-05-07 2021-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 7,407 7,407 378 0.0109
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.