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
InstitutionPatten Group, Inc.
Latest Disclosed Ownership39,293 shares
Latest Disclosed Value $ 1,957,184
Patten Group, Inc. reports 2.97% increase in ownership of LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF

On April 24, 2026 - Patten Group, Inc. filed a 13F-HR form disclosing ownership of 39,293 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF (US:LMBS) valued at $1,957,184 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 38,159 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF. This represents a change in shares of 2.97% during the quarter. The current value of the position is $1,956,202 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)
2026-04-24 2026-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 39,293 1,134 2.97 1,957 2.62 0.3402
2026-01-23 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 38,159 -1,279 -3.24 1,908 -2.85 0.3528
2025-11-10 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 39,438 -1,647 -4.01 1,964 -2.97 0.3823
2025-07-30 2025-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 41,085 1,711 4.35 2,024 4.55 0.4275
2025-05-14 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 39,374 3,050 8.40 1,936 9.51 0.4435
2025-02-06 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 36,324 7,641 26.64 1,768 24.70 0.3912
2024-10-08 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 28,683 3,421 13.54 1,417 16.82 0.3148
2024-07-25 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 25,262 1,027 4.24 1,214 3.76 0.2864
2024-04-17 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 24,235 5,353 28.35 1,169 28.18 0.2878
2024-01-10 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 18,882 404 2.19 912 4.59 0.2476
2023-10-12 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 18,478 -667 -3.48 873 -4.39 0.2608
2023-07-26 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 19,145 -263 -1.36 913 -1.83 0.1352
2023-04-06 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 19,408 30 0.15 929 1.20 0.2789
2023-02-10 2022-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 19,378 -2,778 -12.54 919 -12.32 0.2886
2022-10-13 2022-09-30 13F FIRST TR EXCHANGETRADED FD FST LOW OPPT EFT 33739Q200 22,156 -157 -0.70 1,047 -2.51 0.3597
2022-07-18 2022-06-30 13F FIRST TR EXCHANGETRADED FD FST LOW OPPT EFT 33739Q200 22,313 -1,444 -6.08 1,074 -7.65 0.3441
2022-04-28 2022-03-31 13F FIRST TR EXCHANGETRADED FD FST LOW OPPT EFT 33739Q200 23,757 -4,241 -15.15 1,163 -16.93 0.3263
2022-01-20 2021-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 27,998 -11,109 -28.41 1,400 -29.22 0.3706
2021-11-15 2021-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 39,107 1,413 3.75 1,978 3.07 0.5815
2021-08-03 2021-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 37,694 429 1.15 1,919 0.84 0.5639
2021-04-23 2021-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 37,265 2,300 6.58 1,903 5.72 0.6094
2021-02-02 2020-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 34,965 8,116 30.23 1,800 29.68 0.4859
2020-10-19 2020-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 26,849 -399 -1.46 1,388 -1.42 0.5415
2020-07-20 2020-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 27,248 825 3.12 1,408 4.45 0.6058
2020-04-16 2020-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 26,423 -431 -1.60 1,348 -3.09 0.6971
2020-01-14 2019-12-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 26,854 4,798 21.75 1,391 21.27 0.5185
2019-10-22 2019-09-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 22,056 4,341 24.50 1,147 25.22 0.4661
2019-07-11 2019-06-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 17,715 2,011 12.81 916 13.79 0.3746
2019-05-14 2019-03-31 13F FIRST TR EXCHANGE TRADED FD ETF 33739Q200 15,704 2,940 23.03 805 23.47 0.3465
2019-02-12 2018-12-31 13F First Trust Low Duration Oppos ETF EF 33739Q200 12,764 8,442 195.33 652 196.36 0.3092
2018-11-14 2018-09-30 13F First Trust Low Duration Oppos ETF EF 33739Q200 4,322 200 4.85 220 4.27 0.0839
2018-08-13 2018-06-30 13F First Trust Low Duration Oppos ETF EF 33739Q200 4,122 2,220 116.72 211 115.31 0.0845
2018-05-11 2018-03-31 13F First Trust Low Duration Oppos ETF EF 33739Q200 1,902 0 0.00 98 0.00 0.0402
2018-02-02 2017-12-31 13F First Trust Low Duration Oppos ETF EF 33739Q200 1,902 90 4.97 98 4.26 0.0388
2017-12-12 2017-09-30 13F/A-1 First Trust Low Duration Oppos ETF EF 33739Q200 1,812 1,812 94 0.0380
2017-11-14 2017-09-30 13F First Trust Low Duration Oppos ETF EF 33739Q200 444 94
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.