Ameritas Advisory Services’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
$8.22M Buy
165,085
+60,927
+58% +$3.04M 0.17% 122
2026
Q1
$5.19M Sell
104,158
-75,170
-42% -$3.77M 0.2% 111
2025
Q4
$8.96M Buy
179,328
+102,433
+133% +$5.12M 0.33% 71
2025
Q3
$3.83M Sell
76,895
-74,756
-49% -$3.7M 0.25% 79
2025
Q2
$7.47M Sell
151,651
-44,772
-23% -$2.19M 0.39% 42
2025
Q1
$9.63M Sell
196,423
-10,248
-5% -$501K 0.39% 47
2024
Q4
$10.1M Sell
206,671
-8,647
-4% -$422K 0.35% 56
2024
Q3
$10.6M Buy
215,318
+13,776
+7% +$674K 0.46% 46
2024
Q2
$9.68M Sell
201,542
-8,778
-4% -$421K 0.37% 54
2024
Q1
$10.1M Buy
210,320
+11,800
+6% +$569K 0.42% 50
2023
Q4
$9.59M Sell
198,520
-39,450
-17% -$1.87M 0.53% 47
2023
Q3
$11.2M Buy
237,970
+138,171
+138% +$6.57M 0.56% 38
2023
Q2
$4.72M Sell
99,799
-126,869
-56% -$6.08M 0.61% 31
2023
Q1
$10.9M Sell
226,668
-30,624
-12% -$1.47M 0.54% 36
2022
Q4
$12.2M Buy
257,292
+28,580
+12% +$1.35M 0.57% 35
2022
Q3
$10.8M Buy
228,712
+39,940
+21% +$1.93M 0.65% 29
2022
Q2
$9.12M Sell
188,772
-36,578
-16% -$1.78M 0.53% 37
2022
Q1
$11M Sell
225,350
-50,811
-18% -$2.52M 0.4% 47
2021
Q4
$13.8M Buy
+276,161
New +$13.9M 0.5% 42

Other funds holding LMBS

Ameritas Advisory Services's LMBS Position: Q2 2026 in Review

Ameritas Advisory Services increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 58% in Q2 2026, buying an estimated $3.04M and bringing the position to 165,085 shares worth $8.22M. The position accounts for 0.17% of the portfolio, ranked #122.

Ameritas Advisory Services first reported a position in LMBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.8M in Q4 2021. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Ameritas Advisory Services held 165,085 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $8.22M as of Q2 2026.
  • Ameritas Advisory Services bought 60,927 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $3.04M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.17% of Ameritas Advisory Services's portfolio in Q2 2026, its #122 holding.
  • Ameritas Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 19 quarters since.
  • Ameritas Advisory Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $13.8M in Q4 2021.
  • 453 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 Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.