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
InstitutionMoneywise, Inc.
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Moneywise, Inc. closes position in LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF

On April 27, 2026 - Moneywise, Inc. filed a 13F-HR form disclosing ownership of 0 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF (US:LMBS) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 4,236 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF. The current value of the position is $0 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)
2026-04-27 2026-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 0 -100.00 0
2026-02-05 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 4,236 -114 -2.62 212 -2.31 0.0881
2025-10-24 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 4,350 -708 -14.00 217 -13.25 0.0980
2025-07-16 2025-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 5,058 22 0.44 249 0.81 0.1168
2025-04-23 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 5,036 21 0.42 248 1.23 0.1311
2025-01-27 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 5,015 -3,280 -39.54 244 -40.34 0.1224
2024-10-21 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 8,295 -7,423 -47.23 410 -45.83 0.2016
2024-07-18 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 15,718 -4,611 -22.68 755 -22.96 0.3999
2024-04-22 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 20,329 -6,181 -23.32 981 -23.44 0.5331
2024-01-29 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 26,510 -208 -0.78 1,281 1.43 0.7356
2023-10-23 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 26,718 811 3.13 1,262 2.27 0.7916
2023-07-24 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 25,907 1,414 5.77 1,235 5.29 0.7658
2023-04-21 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 24,493 46 0.19 1,173 1.12 0.7583
2023-01-30 2022-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 24,447 -11,670 -32.31 1,159 -32.22 0.8668
2022-11-03 2022-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 36,117 553 1.55 1,710 -0.47 1.3954
2022-08-02 2022-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 35,564 -5,516 -13.43 1,718 -14.57 1.3390
2022-04-20 2022-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 41,080 -4,290 -9.46 2,011 -11.33 1.3246
2022-01-12 2021-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 45,370 -7,668 -14.46 2,268 -15.47 1.4572
2021-10-12 2021-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 53,038 4,314 8.85 2,683 8.19 1.7502
2021-07-22 2021-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 48,724 6,970 16.69 2,480 16.32 1.6925
2021-04-14 2021-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 41,754 -847 -1.99 2,132 -2.78 1.4379
2021-01-15 2020-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 42,601 150 0.35 2,193 -0.05 1.5682
2020-10-13 2020-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 42,451 1,557 3.81 2,194 3.83 1.7417
2020-07-10 2020-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 40,894 -425 -1.03 2,113 0.28 1.6931
2020-04-13 2020-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 41,319 2,268 5.81 2,107 3.79 1.8542
2020-01-07 2019-12-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 39,051 5,483 16.33 2,030 16.33 1.5274
2019-10-23 2019-09-30 13F FTP Low Duration Opportunities ETF FST LOW OPPT EFT 33739Q200 33,568 -7 -0.02 1,745 0.58 1.4088
2019-07-17 2019-06-30 13F FTP Low Duration Opportunities ETF FST LOW OPPT EFT 33739Q200 33,575 33,575 1,735 1.3245
2019-04-30 2019-03-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 0 -27,449 -100.00 0 -100.00
2019-01-29 2018-12-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 27,449 2,173 8.60 1,401 8.77 1.3289
2018-10-15 2018-09-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 25,276 16,470 187.03 1,288 185.59 1.0897
2018-07-19 2018-06-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 8,806 8,806 451 0.3858
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.