Ferguson Shapiro’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
$3.45M Sell
69,264
-21,326
-24% -$1.06M 1.01% 23
2026
Q1
$4.51M Buy
90,590
+5,194
+6% +$260K 1.37% 16
2025
Q4
$4.27M Buy
+85,396
New +$4.27M 1.31% 17

Other funds holding LMBS

Ferguson Shapiro's LMBS Position: Q2 2026 in Review

Ferguson Shapiro reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 24% in Q2 2026, selling an estimated $1.06M and leaving 69,264 shares worth $3.45M. The position accounts for 1.01% of the portfolio, ranked #23.

Ferguson Shapiro first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.51M in Q1 2026. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Ferguson Shapiro held 69,264 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.45M as of Q2 2026.
  • Ferguson Shapiro sold 21,326 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.06M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.01% of Ferguson Shapiro's portfolio in Q2 2026, its #23 holding.
  • Ferguson Shapiro 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 3 quarters since.
  • Ferguson Shapiro's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.51M in Q1 2026.
  • 455 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 Ferguson Shapiro's 13F filing for Q2 2026, filed 9 Jul 2026.