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
InstitutionMorgan Stanley
Latest Disclosed Ownership15,352,826 shares
Latest Disclosed Value $ 764,724,303
Morgan Stanley reports 8.50% increase in ownership of LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 15,352,826 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF (US:LMBS) valued at $764,724,263 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 14,150,597 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF. This represents a change in shares of 8.50% during the quarter. The current value of the position is $763,035,452 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)
2026-05-15 2026-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 15,352,826 1,202,229 8.50 764,724 8.11 0.0461
2026-05-27 2025-12-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 14,150,597 338,741 2.45 707,388 2.86 0.0422
2026-02-13 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 14,150,597 338,741 707,388 0.0422
2026-05-27 2025-09-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 13,811,856 368,599 2.74 687,692 3.85 0.0416
2025-11-14 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 13,811,856 368,599 687,692 0.0416
2025-08-15 2025-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 13,443,257 553,636 4.30 662,215 4.51 0.0431
2025-05-15 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 12,889,621 819,510 6.79 633,654 7.86 0.0453
2025-05-15 2024-12-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 12,070,111 -166,382 -1.36 587,452 -2.84 0.0412
2025-02-14 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 12,070,111 -166,382 587,452 0.0412
2025-05-14 2024-09-30 13F/A-2 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 12,236,493 288,554 2.42 604,605 5.31 0.0438
2025-02-14 2024-09-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 12,236,493 288,554 604,605 0.0438
2024-11-14 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 12,236,493 288,554 604,605 0.0052
2025-05-14 2024-06-30 13F/A-2 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11,947,939 -41,058 -0.34 574,098 -0.76 0.0444
2024-10-17 2024-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11,947,939 -41,058 574,098 0.0444
2024-08-14 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11,947,939 -41,058 574,098 0.0444
2024-10-17 2024-03-31 13F/A-2 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11,988,997 -289,561 -2.36 578,469 -2.50 0.0464
2024-08-16 2024-03-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11,988,997 -289,561 578,469 0.0054
2024-05-15 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11,988,997 -289,561 578,469 0.0464
2024-08-16 2023-12-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 12,278,558 -108,980 -0.88 593,300 1.39 0.0523
2024-02-13 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 12,278,558 -108,980 593,300 0.0523
2023-11-15 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 12,387,538 -1,160,149 -8.56 585,187 -9.39 0.0595
2023-08-14 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 13,547,687 -875,900 -6.07 645,818 -6.47 0.0637
2023-05-15 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 14,423,587 291,343 2.06 690,457 3.05 0.0740
2023-02-14 2022-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 14,132,244 -1,024,633 -6.76 670,010 -6.64 0.0761
2022-11-14 2022-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 15,156,877 -381,583 -2.46 717,678 -4.37 0.0978
2022-10-27 2022-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 15,538,460 -909,012 -5.53 750,508 -6.78 0.0974
2022-08-15 2022-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 15,538,460 -909,012 750,508 0.0196
2022-10-27 2022-03-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 16,447,472 -751,739 -4.37 805,104 -6.36 0.1086
2022-05-13 2022-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 16,447,472 -751,739 805,104 0.1086
2022-02-14 2021-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 17,199,211 -2,563,811 -12.97 859,789 -13.99 0.1062
2021-11-15 2021-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 19,763,022 984,472 5.24 999,613 4.58 0.1346
2021-08-23 2021-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 18,778,550 769,962 4.28 955,828 3.95 0.1261
2021-08-16 2021-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 18,778,550 769,962 955,828 0.0262
2021-05-17 2021-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 18,008,588 1,307,565 7.83 919,519 6.97 0.1351
2021-02-16 2020-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 16,701,023 1,524,887 10.05 859,602 9.60 0.1328
2020-11-13 2020-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 15,176,136 1,040,230 7.36 784,303 7.36 0.1517
2020-08-14 2020-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 14,135,906 346,772 2.51 730,544 3.88 0.1617
2020-05-26 2020-03-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 13,789,134 3,076,878 28.72 703,246 26.73 0.1911
2020-05-15 2020-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 13,789,134 3,076,878 703,246 54,023.9530
2020-02-14 2019-12-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 10,712,256 1,820,916 20.48 554,895 20.04 0.1290
2019-11-14 2019-09-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 8,891,340 1,780,061 25.03 462,261 25.78 0.1224
2019-08-14 2019-06-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 7,111,279 1,324,028 22.88 367,511 23.84 0.0978
2019-05-15 2019-03-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 5,787,251 954,859 19.76 296,770 20.30 0.0840
2019-02-14 2018-12-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 4,832,392 496,947 11.46 246,694 11.64 0.0738
2019-04-23 2018-09-30 13F/A-2 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 4,335,445 395,612 10.04 220,978 9.61 0.0553
2018-11-20 2018-09-30 13F/A-1 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 4,335,445 0 220,978 0.0553
2018-11-14 2018-09-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 4,335,445 395,612 220,978
2019-04-23 2018-06-30 13F/A-1 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 3,939,833 528,286 15.49 201,601 15.04 0.0545
2018-08-14 2018-06-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 3,939,833 528,286 201,601
2019-04-23 2018-03-31 13F/A-1 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 3,411,547 394,693 13.08 175,250 12.49 0.0486
2018-05-14 2018-03-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 3,411,547 394,693 175,250
2019-04-23 2017-12-31 13F/A-1 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 3,016,854 336,941 12.57 155,790 11.81 0.0426
2018-02-14 2017-12-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 3,016,854 336,941 155,790
2017-11-14 2017-09-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 2,679,913 735,046 37.79 139,329 37.49 0.0417
2017-08-11 2017-06-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 1,944,867 188,918 10.76 101,340 10.88 0.0306
2017-05-22 2017-03-31 13F/A-1 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 1,755,949 331,938 23.31 91,398 23.00 0.0281
2017-05-12 2017-03-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 1,755,949 91,398
2017-02-22 2016-12-31 13F/A-1 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 1,424,011 730,224 105.25 74,305 104.35 0.0243
2017-02-13 2016-12-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 1,424,011 74,305
2016-11-10 2016-09-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 693,787 583,790 530.73 36,362 540.74 0.0124
2016-08-12 2016-06-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 109,997 109,997 5,675 0.0020
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.