Creative Financial Designs’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
$117K Sell
2,348
-320
-12% -$16K 0.01% 644
2025
Q4
$133K Sell
2,668
-1,550
-37% -$77.5K 0.01% 584
2025
Q3
$210K Sell
4,218
-6,759
-62% -$335K 0.01% 458
2025
Q2
$541K Sell
10,977
-1,513
-12% -$74.1K 0.04% 315
2025
Q1
$614K Buy
12,490
+1,097
+10% +$53.6K 0.05% 261
2024
Q4
$555K Buy
11,393
+1,109
+11% +$54.2K 0.05% 272
2024
Q3
$508K Buy
10,284
+591
+6% +$28.9K 0.04% 287
2024
Q2
$466K Buy
9,693
+892
+10% +$42.8K 0.04% 286
2024
Q1
$425K Buy
8,801
+354
+4% +$17.1K 0.04% 289
2023
Q4
$408K Sell
8,447
-34
-0.4% -$1.61K 0.04% 268
2023
Q3
$401K Sell
8,481
-937
-10% -$44.6K 0.05% 247
2023
Q2
$449K Sell
9,418
-584
-6% -$28K 0.05% 228
2023
Q1
$479K Buy
10,002
+1,062
+12% +$50.8K 0.06% 208
2022
Q4
$424K Buy
8,940
+299
+3% +$14.1K 0.06% 220
2022
Q3
$409K Buy
8,641
+123
+1% +$5.93K 0.07% 204
2022
Q2
$411K Buy
8,518
+1,871
+28% +$90.9K 0.07% 203
2022
Q1
$325K Buy
6,647
+1,637
+33% +$81.1K 0.05% 237
2021
Q4
$250K Buy
5,010
+1,021
+26% +$51.3K 0.04% 271
2021
Q3
$202K Buy
3,989
+964
+32% +$48.9K 0.03% 296
2021
Q2
$154K Buy
3,025
+1,528
+102% +$78K 0.03% 347
2021
Q1
$76K Buy
1,497
+555
+59% +$28.5K 0.01% 473
2020
Q4
$48K Buy
942
+165
+21% +$8.51K 0.01% 519
2020
Q3
$40K Buy
777
+29
+4% +$1.5K 0.01% 509
2020
Q2
$39K Buy
748
+43
+6% +$2.22K 0.01% 460
2020
Q1
$36K Buy
705
+90
+15% +$4.67K 0.02% 252
2019
Q4
$32K Buy
615
+149
+32% +$7.73K 0.01% 285
2019
Q3
$24K Buy
+466
New +$24.2K 0.01% 314
2017
Q3
Sell
-29
Closed -$2K 789
2017
Q2
$2K Hold
29
﹤0.01% 644
2017
Q1
$2K Buy
+29
New +$1.51K ﹤0.01% 607

Other funds holding LMBS

Creative Financial Designs's LMBS Position: Q1 2026 in Review

Creative Financial Designs reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 12% in Q1 2026, selling an estimated $16K and leaving 2,348 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #644.

Creative Financial Designs first reported a position in LMBS in Q1 2017 and has held it in 29 quarters since. The position peaked at $614K in Q1 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Creative Financial Designs held 2,348 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $117K as of Q1 2026.
  • Creative Financial Designs sold 320 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $16K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #644 holding.
  • Creative Financial Designs first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2017 and has held it in 29 quarters since.
  • Creative Financial Designs's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $614K in Q1 2025.
  • 440 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 Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.