Arax Advisory Partners’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
$3.21M Sell
64,360
-3,283
-5% -$165K 0.09% 185
2025
Q4
$3.38M Buy
+67,643
New +$3.38M 0.1% 168
2025
Q3
Sell
-73,950
Closed -$3.64M 4023
2025
Q2
$3.64M Sell
73,950
-20,751
-22% -$1.02M 0.17% 102
2025
Q1
$4.66M Sell
94,701
-29,841
-24% -$1.46M 0.3% 61
2024
Q4
$6.06M Buy
124,542
+109,186
+711% +$5.33M 0.38% 50
2024
Q3
$759K Sell
15,356
-11,805
-43% -$578K 0.07% 144
2024
Q2
$1.31M Sell
27,161
-8,941
-25% -$429K 0.13% 94
2024
Q1
$1.74M Sell
36,102
-849
-2% -$40.9K 0.18% 68
2023
Q4
$1.79M Sell
36,951
-474,167
-93% -$22.5M 0.2% 66
2023
Q3
$24.1M Buy
511,118
+27,527
+6% +$1.31M 3.01% 6
2023
Q2
$23.1M Buy
483,591
+7,592
+2% +$364K 2.94% 7
2023
Q1
$22.8M Buy
475,999
+10,263
+2% +$491K 3.02% 6
2022
Q4
$22.1M Buy
465,736
+16,458
+4% +$778K 3.06% 7
2022
Q3
$21.3M Buy
449,278
+430,169
+2,251% +$20.8M 3.36% 7
2022
Q2
$923K Sell
19,109
-7,057
-27% -$343K 0.14% 74
2022
Q1
$1.28M Sell
26,166
-462,431
-95% -$22.9M 0.17% 65
2021
Q4
$24.4M Buy
488,597
+488,327
+180,862% +$24.5M 3.1% 8
2021
Q3
$14K Hold
270
﹤0.01% 599
2021
Q2
$14K Buy
+270
New +$13.8K ﹤0.01% 617
2020
Q4
$14K Hold
270
﹤0.01% 531
2020
Q3
$14K Hold
270
﹤0.01% 511
2020
Q2
$14K Hold
270
﹤0.01% 505
2020
Q1
$14K Hold
270
﹤0.01% 494
2019
Q4
$14K Hold
270
﹤0.01% 441
2019
Q3
$14K Sell
270
-30
-10% -$1.56K ﹤0.01% 439
2019
Q2
$16K Buy
+300
New +$15.4K 0.01% 431
2018
Q4
$15K Sell
300
-180
-38% -$9.17K 0.01% 403
2018
Q3
$24K Buy
+480
New +$24.5K 0.01% 381

Other funds holding LMBS

Arax Advisory Partners's LMBS Position: Q1 2026 in Review

Arax Advisory Partners reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4.9% in Q1 2026, selling an estimated $165K and leaving 64,360 shares worth $3.21M. The position accounts for 0.09% of the portfolio, ranked #185.

Arax Advisory Partners first reported a position in LMBS in Q3 2018 and has held it in 28 quarters since. The position peaked at $24.4M in Q4 2021. 441 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Arax Advisory Partners held 64,360 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.21M as of Q1 2026.
  • Arax Advisory Partners sold 3,283 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $165K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.09% of Arax Advisory Partners's portfolio in Q1 2026, its #185 holding.
  • Arax Advisory Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2018 and has held it in 28 quarters since.
  • Arax Advisory Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $24.4M in Q4 2021.
  • 441 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 Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.