First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS)
ETF ยท Nasdaq
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) is an exchange-traded fund listed on Nasdaq, where it has traded since November 4, 2014.
- Type
- Exchange-traded fund
- Listed On
- Nasdaq
- Listed Since
- November 4, 2014
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 454 institutions reported holding LMBS, with 99.1 million shares worth $4.9 billion in aggregate. The largest reported holder was Morgan Stanley, with 15.7 million shares worth $784.0 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Morgan Stanley | 15,749,351 | $784M | Added 2.58% |
| Lpl Financial | 13,749,810 | $684M | Added 11.45% |
| Wells Fargo & Company/MN | 5,707,317 | $284M | Reduced 1.31% |
| UBS Group | 5,028,959 | $250M | Added 4.73% |
| Raymond James Financial | 4,275,132 | $213M | Added 4.1% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is LMBS?
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) is an exchange-traded fund listed on Nasdaq, where it has traded since November 4, 2014.
Who are the largest institutional holders of LMBS?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of LMBS were Morgan Stanley, Lpl Financial and Wells Fargo & Company/MN.
How many institutions own LMBS?
454 institutions reported a position in LMBS for the quarter ended June 30, 2026, worth $4.9 billion in total.
Did institutions buy or sell LMBS last quarter?
Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for LMBS.
Every reported institutional holder, plus insider and congressional trades in LMBS, on SentiSense.