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
InstitutionKovack Advisors, Inc.
Latest Disclosed Ownership39,251 shares
Latest Disclosed Value $ 1,955,532
Kovack Advisors, Inc. reports 30.40% increase in ownership of LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF

On May 12, 2026 - Kovack Advisors, Inc. filed a 13F-HR form disclosing ownership of 39,251 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF (US:LMBS) valued at $1,955,092 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 17, 2026 disclosing 30,100 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF. This represents a change in shares of 30.40% during the quarter. The current value of the position is $1,950,775 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)
2026-05-12 2026-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 39,251 9,151 30.40 1,956 29.99 0.1043
2026-02-17 2025-12-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 30,100 30,100 1,505 0.0699
2026-02-12 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 30,097 30,097 220
2025-05-06 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 0 -5,723 -100.00 0 -100.00
2025-02-05 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 5,723 -151 -2.57 279 -4.14 0.0273
2024-11-05 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 5,874 -1,141 -16.27 290 -13.95 0.0307
2024-08-05 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 7,015 7,015 337 0.0371
2024-04-19 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 0 -6,872 -100.00 0 -100.00
2024-02-02 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 6,872 -179 -2.54 332 -0.30 0.0394
2023-10-19 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 7,051 -21,841 -75.60 333 -75.82 0.0465
2023-07-21 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 28,892 -1,142 -3.80 1,377 -4.18 0.1765
2023-04-21 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 30,034 223 0.75 1,438 1.70 0.1960
2023-02-22 2022-12-31 13F FRST TRT LOW DRTN OPPRNTS ETF ETF 33739Q200 29,811 -227 -0.76 1,413 -0.63 0.2066
2022-11-14 2022-09-30 13F FRST TRT LOW DRTN OPPRNTS ETF ETF 33739Q200 30,038 -622 -2.03 1,422 -3.98 0.2089
2022-08-10 2022-06-30 13F FRST TRT LOW DRTN OPPRNTS ETF ETF 33739Q200 30,660 2,170 7.62 1,481 6.24 0.1954
2022-05-16 2022-03-31 13F FRST TRT LOW DRTN OPPRNTS ETF ETF 33739Q200 28,490 307 1.09 1,394 -1.06 0.1432
2022-01-18 2021-12-31 13F FRST TRT LOW DRTN OPPRNTS ETF ETF 33739Q200 28,183 7,630 37.12 1,409 35.48 0.1361
2021-11-03 2021-09-30 13F FRST TRT LOW DRTN OPPRNTS ETF ETF 33739Q200 20,553 -5,142 -20.01 1,040 -20.49 0.1130
2021-07-29 2021-06-30 13F FRST TRT LOW DRTN OPPRNTS ETF ETF 33739Q200 25,695 355 1.40 1,308 1.08 0.1489
2021-05-04 2021-03-31 13F FRST TRT LOW DRTN OPPRNTS ETF ETF 33739Q200 25,340 -17,221 -40.46 1,294 -40.94 0.1682
2021-01-14 2020-12-31 13F FRST TRT LOW DRTN OPPRNTS ETF ETF 33739Q200 42,561 4,239 11.06 2,191 10.66 0.3153
2020-11-02 2020-09-30 13F FRST TRT LOW DRTN OPPRNTS ETF LOW DRTN OPP ETF 33739Q200 38,322 356 0.94 1,980 0.92 0.3523
2020-07-31 2020-06-30 13F FRST TRT LOW DRTN OPPRNTS ETF ETF 33739Q200 37,966 406 1.08 1,962 2.40 0.3820
2020-04-30 2020-03-31 13F FRST TRT LOW DRTN OPPRNTS ETF LOW DRTN OPPRNTS ETF 33739Q200 37,560 -601 -1.57 1,916 -3.09 0.4425
2020-01-29 2019-12-31 13F FRST TRT LOW DRTN OPPRNTS ETF LOW DRTN OPPRNTS ETF 33739Q200 38,161 31,429 466.86 1,977 464.86 0.3534
2019-10-31 2019-09-30 13F FRST TRT LOW DRTN OPPRNTS ETF LOW DRTN OPPRNTS ETF 33739Q200 6,732 -111 -1.62 350 -1.13 0.0718
2019-08-14 2019-06-30 13F FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT IV FST LOW OPPT EFT 33739Q200 6,843 6,843 354 0.0809
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.