Dorsey & Whitney Trust’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
$222K Sell
4,448
-16
-0.4% -$802 0.01% 652
2025
Q4
$223K Buy
4,464
+76
+2% +$3.8K 0.01% 649
2025
Q3
$218K Buy
+4,388
New +$217K 0.01% 636

Other funds holding LMBS

Dorsey & Whitney Trust's LMBS Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.36% in Q1 2026, selling an estimated $802 and leaving 4,448 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #652.

Dorsey & Whitney Trust first reported a position in LMBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $223K in Q4 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Dorsey & Whitney Trust held 4,448 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $222K as of Q1 2026.
  • Dorsey & Whitney Trust sold 16 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $802.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #652 holding.
  • Dorsey & Whitney Trust first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • Dorsey & Whitney Trust's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $223K in Q4 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 Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.