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
InstitutionTruist Financial Corp
Latest Disclosed Ownership258,680 shares
Latest Disclosed Value $ 12,884,852
Truist Financial Corp reports 6.98% increase in ownership of LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 258,680 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF (US:LMBS) valued at $12,884,851 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 241,809 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF. This represents a change in shares of 6.98% during the quarter. The current value of the position is $12,870,623 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 258,680 16,871 6.98 12,885 6.59 0.0092
2026-02-02 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 241,809 -5,039 -2.04 12,088 -1.64 0.0161
2025-11-03 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 246,848 -14,598 -5.58 12,291 -4.57 0.0166
2025-07-18 2025-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 261,446 -6,151 -2.30 12,879 -2.11 0.0188
2025-04-29 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 267,597 7,090 2.72 13,155 3.76 0.0210
2025-01-31 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 260,507 2,200 0.85 12,679 -0.66 0.0198
2024-11-13 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 258,307 4,830 1.91 12,763 4.79 0.0200
2024-08-21 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 253,477 -11,564 -4.36 12,180 -4.76 0.0185
2024-05-13 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 265,041 -29,442 -10.00 12,788 -10.13 0.0194
2024-02-02 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 294,483 -308,187 -51.14 14,229 -50.02 0.0226
2023-11-14 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 602,670 -38,928 -6.07 28,470 -6.91 0.0476
2023-08-01 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 641,598 -207,602 -24.45 30,585 -24.76 0.0508
2023-05-05 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 849,200 -109,146 -11.39 40,651 -10.53 0.0699
2023-02-17 2022-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 958,346 -2,125 -0.22 45,435 -0.09 0.0799
2022-10-26 2022-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 960,471 -82,646 -7.92 45,478 -9.74 0.0872
2022-07-22 2022-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 1,043,117 244,731 30.65 50,383 28.92 0.0925
2022-04-22 2022-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 798,386 -89,359 -10.07 39,081 -11.94 0.0617
2022-02-14 2021-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 887,745 -119,257 -11.84 44,378 -12.87 0.0676
2021-11-05 2021-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 1,007,002 -22,256 -2.16 50,934 -2.78 0.0836
2021-08-16 2021-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 1,029,258 -714,005 -40.96 52,389 -41.14 0.0857
2021-05-17 2021-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 1,743,263 1,073,669 160.35 89,011 158.27 0.1548
2021-11-19 2020-12-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 669,594 39,601 6.29 34,464 5.85 0.0659
2021-02-18 2020-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 669,594 39,601 34,464 0.0640
2021-11-05 2020-09-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 629,993 106,545 20.35 32,558 20.35 0.0711
2020-11-13 2020-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 629,993 106,545 32,558 0.0704
2021-11-16 2020-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 523,448 137,305 35.56 27,052 37.37 0.0608
2020-08-14 2020-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 523,448 137,305 27,052 0.0600
2021-11-05 2020-03-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 386,143 6,288 1.66 19,693 0.08 0.0518
2020-05-15 2020-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 386,143 6,288 19,693 0.0514
2021-11-16 2019-12-31 13F/A-1 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 379,855 379,855 19,677 0.0400
2020-02-14 2019-12-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 379,855 19,677 0.0396
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.