Csenge Advisory Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Csenge Advisory Group’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.9M	Buy	901,794 +68,317	+8%	+$3.41M	1.82%	8
2026 Q1	$41.5M	Buy	833,477 +12,326	+2%	+$618K	1.9%	7
2025 Q4	$41M	Buy	821,151 +53,047	+7%	+$2.65M	1.86%	8
2025 Q3	$38.2M	Buy	768,104 +31,611	+4%	+$1.56M	1.83%	9
2025 Q2	$36M	Buy	736,493 +24,316	+3%	+$1.19M	1.89%	7
2025 Q1	$34.8M	Buy	712,177 +7,202	+1%	+$352K	1.98%	8
2024 Q4	$34.3M	Buy	704,975 +84	+0%	+$4.1K	1.86%	8
2024 Q3	$34.6M	Buy	704,891 +8,362	+1%	+$409K	1.81%	8
2024 Q2	$33.5M	Buy	696,529 +11,278	+2%	+$541K	1.9%	9
2024 Q1	$33.1M	Buy	685,251 +47,133	+7%	+$2.27M	1.85%	8
2023 Q4	$30.8M	Buy	638,118 +21,841	+4%	+$1.04M	1.92%	8
2023 Q3	$29.1M	Buy	616,277 +163,329	+36%	+$7.77M	1.98%	8
2023 Q2	$21.6M	Buy	452,948 +15,911	+4%	+$763K	1.45%	12
2023 Q1	$20.9M	Buy	437,037 +51,069	+13%	+$2.44M	1.51%	8
2022 Q4	$18.3M	Buy	385,968 +86,902	+29%	+$4.11M	1.42%	10
2022 Q3	$14.2M	Buy	299,066 +10,585	+4%	+$511K	1.18%	11
2022 Q2	$13.9M	Buy	288,481 +1,416	+0.5%	+$68.8K	1.17%	12
2022 Q1	$14.1M	Sell	287,065 -24,498	-8%	-$1.21M	1.11%	11
2021 Q4	$15.9M	Sell	311,563 -8,263	-3%	-$415K	1.41%	8
2021 Q3	$16.2M	Buy	319,826 +8,263	+3%	+$419K	1.36%	8
2021 Q2	$15.9M	Buy	311,563 +5,310	+2%	+$271K	1.41%	8
2021 Q1	$15.6M	Buy	306,253 +8,577	+3%	+$441K	1.6%	8
2020 Q4	$15.3M	Buy	297,676 +45,244	+18%	+$2.33M	1.83%	7
2020 Q3	$13.1M	Buy	252,432 +43,737	+21%	+$2.26M	1.79%	7
2020 Q2	$10.8M	Buy	208,695 +112,757	+118%	+$5.82M	1.55%	11
2020 Q1	$4.89M	Buy	95,938 +6,577	+7%	+$341K	1.29%	11
2019 Q4	$4.63M	Buy	89,361 +801	+0.9%	+$41.6K	1.18%	11
2019 Q3	$4.61M	Buy	+88,560	New	+$4.6M	1.26%	11

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Csenge Advisory Group's LMBS Position: Q2 2026 in Review

Csenge Advisory Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 8.2% in Q2 2026, buying an estimated $3.41M and bringing the position to 901,794 shares worth $44.9M. The position accounts for 1.82% of the portfolio, ranked #8.

Csenge Advisory Group first reported a position in LMBS in Q3 2019 and has held it in 28 quarters since. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Csenge Advisory Group held 901,794 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $44.9M as of Q2 2026.
Csenge Advisory Group bought 68,317 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $3.41M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.82% of Csenge Advisory Group's portfolio in Q2 2026, its #8 holding.
Csenge Advisory Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2019 and has held it in 28 quarters since.
455 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 Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.