Bank of Montreal’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
$65.3K Buy
1,311
+574
+78% +$28.8K ﹤0.01% 3234
2025
Q4
$36.8K Buy
737
+463
+169% +$23.1K ﹤0.01% 3252
2025
Q3
$13.6K Buy
+274
New +$13.6K ﹤0.01% 3331
2024
Q4
Sell
-49,755
Closed -$2.46M 3777
2024
Q3
$2.46M Buy
49,755
+47,618
+2,228% +$2.33M ﹤0.01% 1612
2024
Q2
$103K Sell
2,137
-27,074
-93% -$1.3M ﹤0.01% 3224
2024
Q1
$1.41M Buy
29,211
+28,958
+11,446% +$1.4M ﹤0.01% 1812
2023
Q4
$12.2K Sell
253
-150,706
-100% -$7.14M ﹤0.01% 3778
2023
Q3
$7.19M Sell
150,959
-366,426
-71% -$17.4M ﹤0.01% 1139
2023
Q2
$24.8M Buy
+517,385
New +$24.8M 0.01% 658
2023
Q1
Sell
-557
Closed -$26.6K 4007
2022
Q4
$26.6K Sell
557
-204
-27% -$9.64K ﹤0.01% 3649
2022
Q3
$37 Sell
761
-101
-12% -$4.87K ﹤0.01% 3688
2022
Q2
$42 Sell
862
-554
-39% -$26.9K ﹤0.01% 3665
2022
Q1
$70K Sell
1,416
-303
-18% -$15K ﹤0.01% 3731
2021
Q4
$86K Buy
1,719
+377
+28% +$19K ﹤0.01% 3154
2021
Q3
$68K Buy
1,342
+499
+59% +$25.3K ﹤0.01% 3514
2021
Q2
$43K Buy
843
+423
+101% +$21.6K ﹤0.01% 3440
2021
Q1
$21K Hold
420
﹤0.01% 4032
2020
Q4
$22K Buy
+420
New +$21.7K ﹤0.01% 4379

Other funds holding LMBS

Bank of Montreal's LMBS Position: Q1 2026 in Review

Bank of Montreal increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 78% in Q1 2026, buying an estimated $28.8K and bringing the position to 1,311 shares worth $65.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3234.

Bank of Montreal first reported a position in LMBS in Q4 2020 and has held it in 18 quarters since. The position peaked at $24.8M in Q2 2023. 442 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Bank of Montreal held 1,311 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $65.3K as of Q1 2026.
  • Bank of Montreal bought 574 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $28.8K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3234 holding.
  • Bank of Montreal first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and has held it in 18 quarters since.
  • Bank of Montreal's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $24.8M in Q2 2023.
  • 442 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 Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.