Commonwealth Financial Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Commonwealth Financial Services's LMBS Position: Q2 2026 in Review
Commonwealth Financial Services reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 80% in Q2 2026, selling an estimated $11.8M and leaving 57,838 shares worth $2.88M. The position accounts for 0.39% of the portfolio, ranked #56.
Commonwealth Financial Services first reported a position in LMBS in Q3 2023 and has held it in 11 quarters since. The position peaked at $14.6M in Q1 2026. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Commonwealth Financial Services held 57,838 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.88M as of Q2 2026.
- Commonwealth Financial Services sold 236,193 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $11.8M.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.39% of Commonwealth Financial Services's portfolio in Q2 2026, its #56 holding.
- Commonwealth Financial Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2023 and has held it in 11 quarters since.
- Commonwealth Financial Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $14.6M in Q1 2026.
- 456 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 Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.