Farther Finance 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
Q2
$9.24M Buy
185,519
+664
+0.4% +$33.1K 0.07% 238
2026
Q1
$9.21M Buy
184,855
+67,250
+57% +$3.37M 0.09% 205
2025
Q4
$5.88M Buy
117,605
+112,757
+2,326% +$5.64M 0.06% 270
2025
Q3
$241K Sell
4,848
-254
-5% -$12.6K ﹤0.01% 1511
2025
Q2
$251K Sell
5,102
-14,780
-74% -$724K 0.01% 1276
2025
Q1
$978K Buy
19,882
+2,557
+15% +$125K 0.02% 513
2024
Q4
$843K Buy
17,325
+1,548
+10% +$75.6K 0.03% 421
2024
Q3
$780K Buy
15,777
+246
+2% +$12K 0.03% 427
2024
Q2
$745K Buy
15,531
+13,569
+692% +$651K 0.04% 367
2024
Q1
$94.3K Buy
1,962
+1,156
+143% +$55.7K 0.01% 962
2023
Q4
$38.9K Sell
806
-980
-55% -$46.5K ﹤0.01% 1125
2023
Q3
$84.4K Sell
1,786
-330
-16% -$15.7K 0.01% 619
2023
Q2
$101K Buy
2,116
+63
+3% +$3.02K 0.02% 456
2023
Q1
$98.3K Sell
2,053
-158
-7% -$7.56K 0.03% 410
2022
Q4
$105K Buy
+2,211
New +$105K 0.04% 319

Other funds holding LMBS

Farther Finance Advisors's LMBS Position: Q2 2026 in Review

Farther Finance Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.36% in Q2 2026, buying an estimated $33.1K and bringing the position to 185,519 shares worth $9.24M. The position accounts for 0.07% of the portfolio, ranked #238.

Farther Finance Advisors first reported a position in LMBS in Q4 2022 and has held it in 15 quarters since. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Farther Finance Advisors held 185,519 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $9.24M as of Q2 2026.
  • Farther Finance Advisors bought 664 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $33.1K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.07% of Farther Finance Advisors's portfolio in Q2 2026, its #238 holding.
  • Farther Finance Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and has held it in 15 quarters since.
  • 453 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 Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.