Country Club Bank’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
2025
Q3
$2.1M Buy
42,169
+136
+0.3% +$6.73K 0.12% 149
2025
Q2
$2.07M Buy
42,033
+15,050
+56% +$737K 0.13% 146
2025
Q1
$1.33M Buy
+26,983
New +$1.32M 0.09% 181

Other funds holding LMBS

Country Club Bank's LMBS Position: Q3 2025 in Review

Country Club Bank increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.32% in Q3 2025, buying an estimated $6.73K and bringing the position to 42,169 shares worth $2.1M. The position accounts for 0.12% of the portfolio, ranked #149.

Country Club Bank first reported a position in LMBS in Q1 2025 and has held it in 3 quarters since. 396 funds tracked by Wall St. Rank hold LMBS as of Q3 2025.

  • Country Club Bank held 42,169 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.1M as of Q3 2025.
  • Country Club Bank bought 136 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2025, an estimated $6.73K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.12% of Country Club Bank's portfolio in Q3 2025, its #149 holding.
  • Country Club Bank first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2025 and has held it in 3 quarters since.
  • 396 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.