First Trust Exchange-Traded Fund IV - First Trust 낮은 기간 기회 ETF
US ˙ NasdaqGM ˙ US33739Q2003

SecurityLMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
InstitutionContinuum Advisory, LLC
Latest Disclosed Ownership73,108 shares
Latest Disclosed Value $ 3,641,491
Continuum Advisory, LLC reports 0.29% decrease in ownership of LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF

On April 22, 2026 - Continuum Advisory, LLC filed a 13F-HR form disclosing ownership of 73,108 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF (US:LMBS) valued at $3,641,509 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 73,324 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF. This represents a change in shares of -0.29% during the quarter. The current value of the position is $3,633,468 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 73,108 -216 -0.29 3,641 -0.65 0.3494
2026-02-10 2025-12-31 13F FIRST TRUST LOW DURATION OPPORTUNITIES ETF ETF 33739Q200 73,324 -971 -1.31 3,665 -0.92 0.3670
2025-10-20 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 74,295 -6,791 -8.38 3,699 -7.39 0.3910
2025-08-13 2025-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 81,086 23,471 40.74 3,994 41.03 0.4808
2025-04-23 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 57,615 11,385 24.63 2,832 25.87 0.3648
2025-02-18 2024-12-31 13F FIRST TRUST LOW DURATION OPPORTUNITIES ETF ETF 33739Q200 46,230 10,463 29.25 2,250 29.31 0.2885
2024-11-15 2024-09-30 13F FIRST TRUST LOW DURATION OPPORTUNITIES ETF ETF 33739Q200 35,767 12,505 53.76 1,741 55.77 0.2223
2024-07-19 2024-06-30 13F FIRST TRUST LOW DURATION OPPORTUNITIES ETF ETF 33739Q200 23,262 -102 -0.44 1,118 -0.45 0.1611
2024-05-13 2024-03-31 13F FIRST TRUST LOW DURATION OPPORTUNITIES ETF ETF 33739Q200 23,364 5,925 33.98 1,123 33.25 0.1681
2024-02-14 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 17,439 -181 -1.03 843 1.20 0.1199
2023-11-13 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 17,620 -76 -0.43 832 -1.30 0.1334
2023-12-13 2023-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 17,696 477 2.77 844 2.31 0.1342
2023-08-10 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 17,696 477 844 0.1342
2023-12-13 2023-03-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 17,219 4,120 31.45 824 32.69 0.1399
2023-05-12 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 17,219 4,120 824 0.1399
2023-12-13 2022-12-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 13,099 2,734 26.38 621 26.48 0.1121
2023-02-10 2022-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 13,099 2,734 621 0.1121
2023-12-13 2022-09-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 10,365 3,817 58.29 491 55.38 0.0866
2022-11-08 2022-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 10,365 3,817 491 0.0866
2023-12-13 2022-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 6,548 2,203 50.70 316 49.06 0.0575
2022-08-15 2022-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 6,548 2,203 316 0.0575
2023-12-13 2022-03-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 4,345 0 0.00 212 -2.30 0.0403
2022-05-17 2022-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 4,345 0 212 0.0403
2023-12-13 2021-12-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 4,345 -2,617 -37.59 217 -38.35 0.0488
2022-02-14 2021-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 4,345 -2,617 217 0.0488
2023-12-13 2021-09-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 6,962 2,518 56.66 352 55.75 0.0943
2021-11-08 2021-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 6,962 2,518 352 0.0943
2023-12-13 2021-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 4,444 4,444 226 0.0702
2021-08-17 2021-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 4,444 4,444 226 0.0702
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.