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

Fidelity Investments’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	–	Sell	-212	Closed	-$10.6K	–	5657
2026 Q1	$10.6K	Buy	+212	New	+$10.6K	﹤0.01%	4747
2025 Q1	–	Sell	-2	Closed	-$97	–	5537
2024 Q4	$97	Sell	2 -4	-67%	-$195	﹤0.01%	5113
2024 Q3	$296	Buy	+6	New	+$294	﹤0.01%	5014
2024 Q2	–	Sell	-4	Closed	-$193	–	5527
2024 Q1	$193	Buy	4 +2	+100%	+$96	﹤0.01%	4920
2023 Q4	$97	Sell	2 -1	-33%	-$47	﹤0.01%	4948
2023 Q3	$142	Sell	3 -9	-75%	-$428	﹤0.01%	4819
2023 Q2	$572	Buy	12 +9	+300%	+$431	﹤0.01%	4791
2023 Q1	$144	Sell	3 -1	-25%	-$48	﹤0.01%	4874
2022 Q4	$190	Sell	4 -47	-92%	-$2.22K	﹤0.01%	4827
2022 Q3	$2K	Buy	51 +43	+538%	+$2.08K	﹤0.01%	4559
2022 Q2	$0	Buy	8 +4	+100%	+$194	﹤0.01%	5253
2022 Q1	$0	Buy	4 +2	+100%	+$99	﹤0.01%	5266
2021 Q4	$0	Hold	2	–	–	﹤0.01%	4699
2021 Q3	$0	Sell	2 -863	-100%	-$43.8K	﹤0.01%	4741
2021 Q2	$44K	Buy	865 +854	+7,764%	+$43.6K	﹤0.01%	3191
2021 Q1	$1K	Buy	11 +5	+83%	+$257	﹤0.01%	3854
2020 Q4	$0	Buy	6 +5	+500%	+$258	﹤0.01%	4108
2020 Q3	$0	Sell	1 -170	-99%	-$8.8K	﹤0.01%	3864
2020 Q2	$9K	Buy	171 +165	+2,750%	+$8.52K	﹤0.01%	3136
2020 Q1	$0	Buy	+6	New	+$312	﹤0.01%	4010
2019 Q4	–	Sell	-5	Closed	–	–	4072
2019 Q3	$0	Buy	5 +3	+150%	+$156	﹤0.01%	4048
2019 Q2	$0	Hold	2	–	–	﹤0.01%	4000
2019 Q1	$0	Sell	2 -1	-33%	-$51	﹤0.01%	3960
2018 Q4	$0	Buy	3 +1	+50%	+$51	﹤0.01%	3882
2018 Q3	$0	Buy	+2	New	+$102	﹤0.01%	3682

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

Fidelity Investments's LMBS Position: Q2 2026 in Review

Fidelity Investments sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026, closing a stake of 212 shares — an estimated $10.6K sold.

Fidelity Investments first reported a position in LMBS in Q3 2018 and held it in 25 quarters. The position peaked at $44K in Q2 2021. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Fidelity Investments reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2026 after selling out during the quarter.
Fidelity Investments sold 212 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $10.6K.
Fidelity Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2018 and held it in 25 quarters.
Fidelity Investments's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $44K in Q2 2021.
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 Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.