Chicago Partners Investment Group’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 | $1.25M | Sell |
25,416
-652
| -3% | -$32.5K | 0.03% | 546 |
|
|
2026
Q1 | $1.3M | Sell |
26,068
-1,483
| -5% | -$74.4K | 0.03% | 447 |
|
|
2025
Q4 | $1.38M | Sell |
27,551
-62
| -0.2% | -$3.1K | 0.03% | 377 |
|
|
2025
Q3 | $1.38M | Sell |
27,613
-1,501
| -5% | -$74.3K | 0.04% | 349 |
|
|
2025
Q2 | $1.43M | Buy |
29,114
+310
| +1% | +$15.2K | 0.04% | 324 |
|
|
2025
Q1 | $1.41M | Sell |
28,804
-1,487
| -5% | -$72.7K | 0.05% | 291 |
|
|
2024
Q4 | $1.47M | Sell |
30,291
-377
| -1% | -$18.4K | 0.05% | 274 |
|
|
2024
Q3 | $1.5M | Buy |
30,668
+2,262
| +8% | +$111K | 0.05% | 263 |
|
|
2024
Q2 | $1.38M | Sell |
28,406
-32
| -0.1% | -$1.54K | 0.05% | 272 |
|
|
2024
Q1 | $1.36M | Sell |
28,438
-5,881
| -17% | -$284K | 0.06% | 266 |
|
|
2023
Q4 | $1.65M | Sell |
34,319
-5,206
| -13% | -$247K | 0.08% | 226 |
|
|
2023
Q3 | $1.85M | Sell |
39,525
-7,677
| -16% | -$365K | 0.1% | 194 |
|
|
2023
Q2 | $2.25M | Sell |
47,202
-10,184
| -18% | -$488K | 0.12% | 165 |
|
|
2023
Q1 | $2.75M | Buy |
57,386
+504
| +0.9% | +$24.1K | 0.16% | 127 |
|
|
2022
Q4 | $2.73M | Sell |
56,882
-7,528
| -12% | -$356K | 0.17% | 128 |
|
|
2022
Q3 | $3.01M | Sell |
64,410
-2,666
| -4% | -$129K | 0.22% | 102 |
|
|
2022
Q2 | $3.25M | Sell |
67,076
-4,017
| -6% | -$195K | 0.24% | 90 |
|
|
2022
Q1 | $3.46M | Buy |
71,093
+974
| +1% | +$48.2K | 0.26% | 86 |
|
|
2021
Q4 | $3.47M | Sell |
70,119
-176
| -0.3% | -$8.85K | 0.25% | 84 |
|
|
2021
Q3 | $3.53M | Sell |
70,295
-1,571
| -2% | -$79.7K | 0.25% | 82 |
|
|
2021
Q2 | $3.65M | Buy |
71,866
+2,367
| +3% | +$121K | 0.27% | 74 |
|
|
2021
Q1 | $3.55M | Buy |
69,499
+4,373
| +7% | +$225K | 0.29% | 68 |
|
|
2020
Q4 | $3.35M | Buy |
65,126
+6,459
| +11% | +$333K | 0.32% | 62 |
|
|
2020
Q3 | $3.02M | Buy |
58,667
+2,136
| +4% | +$111K | 0.36% | 53 |
|
|
2020
Q2 | $2.92M | Buy |
56,531
+3,845
| +7% | +$199K | 0.36% | 52 |
|
|
2020
Q1 | $2.71M | Buy |
52,686
+52
| +0.1% | +$2.7K | 0.42% | 49 |
|
|
2019
Q4 | $2.73M | Buy |
52,634
+2,804
| +6% | +$146K | 0.34% | 56 |
|
|
2019
Q3 | $2.58M | Buy |
49,830
+3,411
| +7% | +$177K | 0.36% | 55 |
|
|
2019
Q2 | $2.41M | Sell |
46,419
-334
| -0.7% | -$17.2K | 0.35% | 55 |
|
|
2019
Q1 | $2.4M | Buy |
46,753
+3,448
| +8% | +$176K | 0.36% | 55 |
|
|
2018
Q4 | $2.21M | Buy |
43,305
+14,130
| +48% | +$720K | 0.33% | 61 |
|
|
2018
Q3 | $1.49M | Buy |
29,175
+8,927
| +44% | +$456K | 0.22% | 81 |
|
|
2018
Q2 | $1.04M | Sell |
20,248
-4,476
| -18% | -$229K | 0.16% | 105 |
|
|
2018
Q1 | $1.27M | Buy |
24,724
+2,207
| +10% | +$114K | 0.22% | 86 |
|
|
2017
Q4 | $1.16M | Buy |
22,517
+8,184
| +57% | +$424K | 0.19% | 95 |
|
|
2017
Q3 | $745K | Buy |
14,333
+9,985
| +230% | +$520K | 0.13% | 121 |
|
|
2017
Q2 | $227K | Buy |
+4,348
| New | +$227K | 0.06% | 179 |
|
Other funds holding LMBS
Chicago Partners Investment Group's LMBS Position: Q2 2026 in Review
Chicago Partners Investment Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.5% in Q2 2026, selling an estimated $32.5K and leaving 25,416 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #546.
Chicago Partners Investment Group first reported a position in LMBS in Q2 2017 and has held it in 37 quarters since. The position peaked at $3.65M in Q2 2021. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Chicago Partners Investment Group held 25,416 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.25M as of Q2 2026.
- Chicago Partners Investment Group sold 652 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $32.5K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #546 holding.
- Chicago Partners Investment Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2017 and has held it in 37 quarters since.
- Chicago Partners Investment Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.65M in Q2 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 Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.