Continuum Advisory’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
$3.53M Sell
70,890
-2,218
-3% -$111K 0.29% 80
2026
Q1
$3.64M Sell
73,108
-216
-0.3% -$10.8K 0.35% 68
2025
Q4
$3.67M Sell
73,324
-971
-1% -$48.5K 0.37% 65
2025
Q3
$3.7M Sell
74,295
-6,791
-8% -$336K 0.39% 64
2025
Q2
$3.99M Buy
81,086
+23,471
+41% +$1.15M 0.48% 53
2025
Q1
$2.83M Buy
57,615
+11,385
+25% +$556K 0.36% 65
2024
Q4
$2.25M Buy
46,230
+10,463
+29% +$511K 0.29% 87
2024
Q3
$1.74M Buy
35,767
+12,505
+54% +$612K 0.22% 100
2024
Q2
$1.12M Sell
23,262
-102
-0.4% -$4.9K 0.16% 137
2024
Q1
$1.12M Buy
23,364
+5,925
+34% +$286K 0.17% 136
2023
Q4
$843K Sell
17,439
-181
-1% -$8.58K 0.12% 199
2023
Q3
$832K Sell
17,620
-76
-0.4% -$3.61K 0.13% 188
2023
Q2
$844K Buy
17,696
+477
+3% +$22.9K 0.13% 187
2023
Q1
$824K Buy
17,219
+4,120
+31% +$197K 0.14% 173
2022
Q4
$621K Buy
13,099
+2,734
+26% +$129K 0.11% 221
2022
Q3
$491K Buy
10,365
+3,817
+58% +$184K 0.09% 240
2022
Q2
$316K Buy
6,548
+2,203
+51% +$107K 0.06% 326
2022
Q1
$212K Hold
4,345
0.04% 356
2021
Q4
$217K Sell
4,345
-2,617
-38% -$132K 0.05% 280
2021
Q3
$352K Buy
6,962
+2,518
+57% +$128K 0.09% 204
2021
Q2
$226K Buy
+4,444
New +$227K 0.07% 249

Other funds holding LMBS

Continuum Advisory's LMBS Position: Q2 2026 in Review

Continuum Advisory reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3% in Q2 2026, selling an estimated $111K and leaving 70,890 shares worth $3.53M. The position accounts for 0.29% of the portfolio, ranked #80.

Continuum Advisory first reported a position in LMBS in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.99M in Q2 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Continuum Advisory held 70,890 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.53M as of Q2 2026.
  • Continuum Advisory sold 2,218 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $111K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.29% of Continuum Advisory's portfolio in Q2 2026, its #80 holding.
  • Continuum Advisory first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2021 and has held it in 21 quarters since.
  • Continuum Advisory's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.99M in Q2 2025.
  • 457 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 Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.