First Trust 交易所交易基金 IV - First Trust 低久期機會 ETF
US ˙ NasdaqGM ˙ US33739Q2003

SecurityLMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
InstitutionTowerpoint Wealth, LLC
Latest Disclosed Ownership16,976 shares
Latest Disclosed Value $ 845,598
Towerpoint Wealth, LLC reports 0.88% increase in ownership of LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF

On April 8, 2026 - Towerpoint Wealth, LLC filed a 13F-HR form disclosing ownership of 16,976 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF (US:LMBS) valued at $845,575 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 16,828 shares of First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF. This represents a change in shares of 0.88% during the quarter. The current value of the position is $845,150 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)
2026-04-08 2026-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 16,976 148 0.88 846 0.48 0.3413
2026-01-15 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 16,828 -944 -5.31 841 -4.86 0.3331
2025-10-08 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 17,772 192 1.09 885 2.20 0.3621
2025-07-09 2025-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 17,580 350 2.03 866 2.13 0.3838
2025-04-09 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 17,230 548 3.28 847 4.44 0.4198
2025-01-15 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 16,682 471 2.91 812 1.38 0.3977
2024-10-09 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 16,211 -602 -3.58 801 -0.87 0.3796
2024-07-12 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 16,813 -293 -1.71 808 -2.18 0.4032
2024-04-16 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 17,106 -114 -0.66 825 -0.84 0.4146
2024-01-23 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 17,220 -380 -2.16 832 0.12 0.4536
2023-10-11 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 17,600 -436 -2.42 831 -3.26 0.4936
2023-07-20 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 18,036 124 0.69 860 0.23 0.4844
2023-05-15 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 17,912 2,122 13.44 857 14.57 0.4909
2023-02-10 2022-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 15,790 -247 -1.54 749 -1.45 0.4320
2022-11-14 2022-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 16,037 1,909 13.51 759 11.29 0.4576
2022-08-08 2022-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 14,128 -40 -0.28 682 -1.73 0.4074
2022-05-16 2022-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 14,168 -880 -5.85 694 -7.71 0.3445
2022-02-04 2021-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 15,048 708 4.94 752 3.72 0.3558
2021-11-12 2021-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 14,340 803 5.93 725 5.22 0.3610
2021-07-27 2021-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 13,537 610 4.72 689 4.39 0.3423
2021-05-10 2021-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 12,927 1,706 15.20 660 14.19 0.3166
2021-02-10 2020-12-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 11,221 805 7.73 578 7.43 0.2891
2020-11-13 2020-09-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 10,416 1,650 18.82 538 18.76 0.2990
2020-08-07 2020-06-30 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 8,766 1,870 27.12 453 28.69 0.2820
2020-05-08 2020-03-31 13F FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 6,896 300 4.55 352 2.92 0.2788
2020-01-15 2019-12-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 6,596 -386 -5.53 342 -5.79 0.2260
2019-11-05 2019-09-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 6,982 -107 -1.51 363 -1.09 0.2466
2019-08-07 2019-06-30 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 7,089 0 0.00 367 0.82 0.2573
2019-05-13 2019-03-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 7,089 0 0.00 364 0.55 0.2541
2019-02-08 2018-12-31 13F FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 7,089 7,089 362 0.2902
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.