DHJJ Financial Advisors’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
$26.2K Hold
525
0.01% 496
2025
Q4
$26.2K Hold
525
0.01% 473
2025
Q3
$26.1K Buy
525
+104
+25% +$5.15K 0.01% 454
2025
Q2
$20.7K Hold
421
0.01% 466
2025
Q1
$20.7K Buy
421
+30
+8% +$1.47K 0.01% 420
2024
Q4
$19K Sell
391
-512
-57% -$25K 0.01% 424
2024
Q3
$44.6K Sell
903
-455
-34% -$22.3K 0.02% 319
2024
Q2
$65.3K Sell
1,358
-70
-5% -$3.36K 0.03% 242
2024
Q1
$68.9K Sell
1,428
-30
-2% -$1.45K 0.03% 229
2023
Q4
$70.5K Sell
1,458
-20
-1% -$948 0.03% 220
2023
Q3
$69.8K Buy
+1,478
New +$70.3K 0.04% 215

Other funds holding LMBS

DHJJ Financial Advisors's LMBS Position: Q1 2026 in Review

DHJJ Financial Advisors held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q1 2026 at 525 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #496.

DHJJ Financial Advisors first reported a position in LMBS in Q3 2023 and has held it in 11 quarters since. The position peaked at $70.5K in Q4 2023. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • DHJJ Financial Advisors held 525 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $26.2K as of Q1 2026.
  • DHJJ Financial Advisors left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q1 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #496 holding.
  • DHJJ Financial Advisors 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.
  • DHJJ Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $70.5K in Q4 2023.
  • 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 DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.