First Trust 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 | $90.6M | Buy |
1,820,529
+299,649
| +20% | +$14.9M | 0.05% | 413 |
|
|
2026
Q1 | $75.8M | Buy |
1,520,880
+199,426
| +15% | +$10M | 0.05% | 429 |
|
|
2025
Q4 | $66.1M | Buy |
1,321,454
+88,839
| +7% | +$4.44M | 0.05% | 452 |
|
|
2025
Q3 | $61.4M | Buy |
1,232,615
+129,380
| +12% | +$6.4M | 0.05% | 488 |
|
|
2025
Q2 | $54.3M | Buy |
1,103,235
+113,364
| +11% | +$5.55M | 0.04% | 503 |
|
|
2025
Q1 | $48.7M | Sell |
989,871
-64,643
| -6% | -$3.16M | 0.04% | 544 |
|
|
2024
Q4 | $51.3M | Buy |
1,054,514
+5,451
| +0.5% | +$266K | 0.05% | 504 |
|
|
2024
Q3 | $51.8M | Sell |
1,049,063
-149,448
| -12% | -$7.32M | 0.05% | 487 |
|
|
2024
Q2 | $57.6M | Buy |
1,198,511
+207,235
| +21% | +$9.95M | 0.06% | 387 |
|
|
2024
Q1 | $47.8M | Sell |
991,276
-103,641
| -9% | -$5M | 0.05% | 485 |
|
|
2023
Q4 | $52.9M | Sell |
1,094,917
-92,019
| -8% | -$4.36M | 0.06% | 420 |
|
|
2023
Q3 | $56.1M | Sell |
1,186,936
-252,209
| -18% | -$12M | 0.07% | 393 |
|
|
2023
Q2 | $68.6M | Sell |
1,439,145
-171,269
| -11% | -$8.21M | 0.08% | 372 |
|
|
2023
Q1 | $77.1M | Sell |
1,610,414
-290,330
| -15% | -$13.9M | 0.09% | 324 |
|
|
2022
Q4 | $90.1M | Sell |
1,900,744
-96,956
| -5% | -$4.58M | 0.11% | 269 |
|
|
2022
Q3 | $94.6M | Sell |
1,997,700
-176,980
| -8% | -$8.54M | 0.12% | 212 |
|
|
2022
Q2 | $105M | Sell |
2,174,680
-566,266
| -21% | -$27.5M | 0.13% | 207 |
|
|
2022
Q1 | $134M | Buy |
2,740,946
+594,694
| +28% | +$29.5M | 0.14% | 185 |
|
|
2021
Q4 | $107M | Buy |
2,146,252
+550,705
| +35% | +$27.7M | 0.1% | 233 |
|
|
2021
Q3 | $80.7M | Buy |
1,595,547
+39,653
| +3% | +$2.01M | 0.09% | 293 |
|
|
2021
Q2 | $79.2M | Buy |
1,555,894
+167,610
| +12% | +$8.56M | 0.09% | 307 |
|
|
2021
Q1 | $70.9M | Buy |
1,388,284
+143,228
| +12% | +$7.36M | 0.09% | 319 |
|
|
2020
Q4 | $64.1M | Buy |
1,245,056
+110,799
| +10% | +$5.71M | 0.08% | 318 |
|
|
2020
Q3 | $58.6M | Buy |
1,134,257
+259,786
| +30% | +$13.4M | 0.09% | 292 |
|
|
2020
Q2 | $45.2M | Sell |
874,471
-56,377
| -6% | -$2.91M | 0.08% | 366 |
|
|
2020
Q1 | $47.5M | Buy |
930,848
+89,230
| +11% | +$4.63M | 0.11% | 284 |
|
|
2019
Q4 | $43.6M | Buy |
841,618
+357,344
| +74% | +$18.5M | 0.07% | 423 |
|
|
2019
Q3 | $25.2M | Buy |
484,274
+217,704
| +82% | +$11.3M | 0.05% | 497 |
|
|
2019
Q2 | $13.8M | Buy |
266,570
+151,502
| +132% | +$7.79M | 0.03% | 672 |
|
|
2019
Q1 | $5.9M | Buy |
115,068
+111,073
| +2,780% | +$5.68M | 0.01% | 950 |
|
|
2018
Q4 | $204K | Buy |
+3,995
| New | +$203K | ﹤0.01% | 2332 |
|
|
2017
Q4 | – | Sell |
-20,363
| Closed | -$1.06M | – | 2432 |
|
|
2017
Q3 | $1.06M | Sell |
20,363
-13,914
| -41% | -$725K | ﹤0.01% | 1834 |
|
|
2017
Q2 | $1.79M | Sell |
34,277
-35,464
| -51% | -$1.85M | ﹤0.01% | 1558 |
|
|
2017
Q1 | $3.63M | Buy |
69,741
+57,728
| +481% | +$3.01M | 0.01% | 1173 |
|
|
2016
Q4 | $627K | Buy |
+12,013
| New | +$631K | ﹤0.01% | 2019 |
|
Other funds holding LMBS
First Trust Advisors's LMBS Position: Q2 2026 in Review
First Trust Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 20% in Q2 2026, buying an estimated $14.9M and bringing the position to 1,820,529 shares worth $90.6M. The position accounts for 0.05% of the portfolio, ranked #413.
First Trust Advisors first reported a position in LMBS in Q4 2016 and has held it in 35 quarters since. The position peaked at $134M in Q1 2022. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- First Trust Advisors held 1,820,529 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $90.6M as of Q2 2026.
- First Trust Advisors bought 299,649 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $14.9M.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of First Trust Advisors's portfolio in Q2 2026, its #413 holding.
- First Trust Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2016 and has held it in 35 quarters since.
- First Trust Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $134M in Q1 2022.
- 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 First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.