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Farther Finance Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Farther Finance Advisors’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 		$11.2M Buy
231,276
+45,757
+25% +$2.26M 0.08% 219
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

FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

Farther Finance Advisors's LMBS Position: Q3 2026 in Review

Farther Finance Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 25% in Q3 2026, buying an estimated $2.26M and bringing the position to 231,276 shares worth $11.2M. The position accounts for 0.08% of the portfolio, ranked #219.

Farther Finance Advisors first reported a position in LMBS in Q4 2022 and has held it in 16 quarters since. 24 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • Farther Finance Advisors held 231,276 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $11.2M as of Q3 2026.
  • Farther Finance Advisors bought 45,757 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $2.26M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.08% of Farther Finance Advisors's portfolio in Q3 2026, its #219 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 16 quarters since.
  • 24 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 Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.