Abbot Financial Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.66M Sell
53,440
-591
-1% -$29.5K 0.91% 30
2026
Q1
$2.69M Buy
54,031
+1,988
+4% +$99.7K 1.12% 23
2025
Q4
$2.6M Buy
52,043
+12,624
+32% +$631K 1.08% 24
2025
Q3
$1.96M Buy
39,419
+1,630
+4% +$80.7K 0.84% 30
2025
Q2
$1.86M Buy
37,789
+8,871
+31% +$434K 0.86% 31
2025
Q1
$1.42M Buy
28,918
+259
+0.9% +$12.7K 0.74% 37
2024
Q4
$1.39M Buy
28,659
+6,975
+32% +$341K 0.69% 40
2024
Q3
$1.07M Buy
21,684
+2,037
+10% +$99.7K 0.54% 48
2024
Q2
$944K Sell
19,647
-367
-2% -$17.6K 0.51% 54
2024
Q1
$966K Buy
20,014
+1,077
+6% +$51.9K 0.53% 52
2023
Q4
$915K Buy
18,937
+238
+1% +$11.3K 0.55% 52
2023
Q3
$883K Sell
18,699
-406
-2% -$19.3K 0.59% 49
2023
Q2
$911K Buy
+19,105
New +$916K 0.58% 51

Other funds holding LMBS

Abbot Financial Management's LMBS Position: Q2 2026 in Review

Abbot Financial Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.1% in Q2 2026, selling an estimated $29.5K and leaving 53,440 shares worth $2.66M. The position accounts for 0.91% of the portfolio, ranked #30.

Abbot Financial Management first reported a position in LMBS in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.69M in Q1 2026. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Abbot Financial Management held 53,440 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.66M as of Q2 2026.
  • Abbot Financial Management sold 591 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $29.5K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.91% of Abbot Financial Management's portfolio in Q2 2026, its #30 holding.
  • Abbot Financial Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2023 and has held it in 13 quarters since.
  • Abbot Financial Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.69M in Q1 2026.
  • 456 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.

Based on Abbot Financial Management's 13F filing for Q2 2026, filed 6 Aug 2026.