Advisory Services Network’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
Q1
$1.37M Buy
27,586
+723
+3% +$36.2K 0.02% 791
2025
Q4
$1.34M Sell
26,863
-1,605
-6% -$80.2K 0.02% 772
2025
Q3
$1.42M Sell
28,468
-3,835
-12% -$190K 0.02% 731
2025
Q2
$1.59M Sell
32,303
-6,988
-18% -$342K 0.03% 637
2025
Q1
$1.93M Sell
39,291
-18,109
-32% -$885K 0.04% 513
2024
Q4
$2.79M Sell
57,400
-11,603
-17% -$567K 0.05% 394
2024
Q3
$3.32M Hold
69,003
0.07% 310
2024
Q2
$3.32M Buy
69,003
+4,103
+6% +$197K 0.07% 310
2024
Q1
$3.13M Buy
64,900
+20,442
+46% +$986K 0.07% 331
2023
Q4
$2.15M Buy
44,458
+693
+2% +$32.9K 0.05% 413
2023
Q3
$2.07M Sell
43,765
-21,473
-33% -$1.02M 0.06% 405
2023
Q2
$3.11M Buy
65,238
+12,534
+24% +$601K 0.08% 284
2023
Q1
$2.52M Buy
52,704
+2,381
+5% +$114K 0.07% 328
2022
Q4
$2.39M Sell
50,323
-10,051
-17% -$475K 0.07% 318
2022
Q3
$2.86M Sell
60,374
-35,210
-37% -$1.7M 0.1% 242
2022
Q2
$4.62M Sell
95,584
-9,410
-9% -$457K 0.16% 158
2022
Q1
$5.14M Sell
104,994
-11,525
-10% -$571K 0.15% 163
2021
Q4
$5.83M Sell
116,519
-19,823
-15% -$997K 0.17% 141
2021
Q3
$6.89M Buy
136,342
+5,009
+4% +$254K 0.22% 98
2021
Q2
$6.68M Buy
131,333
+11,226
+9% +$573K 0.21% 105
2021
Q1
$6.13M Buy
120,107
+2,624
+2% +$135K 0.23% 93
2020
Q4
$6.05M Buy
117,483
+4,226
+4% +$218K 0.24% 85
2020
Q3
$5.85M Buy
113,257
+11,625
+11% +$601K 0.28% 79
2020
Q2
$5.25M Buy
101,632
+38,421
+61% +$1.98M 0.29% 83
2020
Q1
$3.22M Buy
63,211
+55,112
+680% +$2.86M 0.21% 113
2019
Q4
$419K Buy
8,099
+1,748
+28% +$90.7K 0.02% 671
2019
Q3
$328K Hold
6,351
0.02% 669
2019
Q2
$328K Buy
6,351
+5,954
+1,500% +$306K 0.02% 667
2019
Q1
$20K Sell
397
-157
-28% -$8.03K ﹤0.01% 1617
2018
Q4
$28K Buy
554
+145
+35% +$7.38K ﹤0.01% 1362
2018
Q3
$21K Hold
409
﹤0.01% 1556
2018
Q2
$21K Buy
+409
New +$21K ﹤0.01% 1530
2017
Q4
Sell
-2,872
Closed -$149K 2582
2017
Q3
$149K Buy
+2,872
New +$150K 0.02% 746

Other funds holding LMBS

Advisory Services Network's LMBS Position: Q1 2026 in Review

Advisory Services Network increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.7% in Q1 2026, buying an estimated $36.2K and bringing the position to 27,586 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #791.

Advisory Services Network first reported a position in LMBS in Q3 2017 and has held it in 33 quarters since. The position peaked at $6.89M in Q3 2021. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Advisory Services Network held 27,586 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.37M as of Q1 2026.
  • Advisory Services Network bought 723 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $36.2K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Advisory Services Network's portfolio in Q1 2026, its #791 holding.
  • Advisory Services Network first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2017 and has held it in 33 quarters since.
  • Advisory Services Network's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.89M in Q3 2021.
  • 440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.