Embree Financial Group
LMBS icon

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

Embree Financial 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
Q3 		$457K Sell
9,430
-360
-4% -$17.8K 0.04% 179
2026
Q2 		$487K Sell
9,790
-4,570
-32% -$228K 0.05% 169
2026
Q1 		$715K Sell
14,360
-2,855
-17% -$143K 0.08% 139
2025
Q4 		$861K Buy
+17,215
New +$861K 0.11% 113

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Redhawk Wealth Advisors
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Embree Financial Group's LMBS Position: Q3 2026 in Review

Embree Financial Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.7% in Q3 2026, selling an estimated $17.8K and leaving 9,430 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #179.

Embree Financial Group first reported a position in LMBS in Q4 2025 and has held it in 4 quarters since. The position peaked at $861K in Q4 2025. 145 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • Embree Financial Group held 9,430 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $457K as of Q3 2026.
  • Embree Financial Group sold 360 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $17.8K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.04% of Embree Financial Group's portfolio in Q3 2026, its #179 holding.
  • Embree Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2025 and has held it in 4 quarters since.
  • Embree Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $861K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Embree Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.