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

Fairway Financial’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	$7.26M	Buy	145,852 +3,720	+3%	+$186K	4.97%	9
2026 Q1	$7.08M	Buy	142,132 +2,612	+2%	+$131K	5.38%	8
2025 Q4	$6.97M	Buy	139,520 +5,076	+4%	+$254K	5.26%	8
2025 Q3	$6.69M	Buy	134,444 +2,014	+2%	+$99.7K	5.28%	9
2025 Q2	$6.52M	Sell	132,430 -717	-0.5%	-$35.1K	5.52%	8
2025 Q1	$6.55M	Buy	133,147 +2,303	+2%	+$113K	5.94%	7
2024 Q4	$6.37M	Buy	+130,844	New	+$6.39M	5.81%	8

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

Fairway Financial's LMBS Position: Q2 2026 in Review

Fairway Financial increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.6% in Q2 2026, buying an estimated $186K and bringing the position to 145,852 shares worth $7.26M. The position accounts for 4.97% of the portfolio, ranked #9.

Fairway Financial first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Fairway Financial held 145,852 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $7.26M as of Q2 2026.
Fairway Financial bought 3,720 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $186K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 4.97% of Fairway Financial's portfolio in Q2 2026, its #9 holding.
Fairway Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
457 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 Fairway Financial's 13F filing for Q2 2026, filed 3 Aug 2026.