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Harvest Investment Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Harvest Investment Services’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 		$44.9M Buy
902,106
+6,455
+0.7% +$322K 6.94% 1
2026
Q1 		$44.6M Buy
895,651
+155,275
+21% +$7.78M 8.16% 1
2025
Q4 		$37M Buy
740,376
+319,467
+76% +$16M 6.98% 1
2025
Q3 		$21M Sell
420,909
-27,352
-6% -$1.35M 4.22% 1
2025
Q2 		$22.1M Sell
448,261
-14,362
-3% -$703K 4.94% 1
2025
Q1 		$22.7M Buy
462,623
+7,413
+2% +$362K 6.33% 1
2024
Q4 		$22.2M Buy
455,210
+13,900
+3% +$679K 5.43% 1
2024
Q3 		$21.8M Buy
441,310
+425,523
+2,695% +$20.8M 6.97% 1
2024
Q2 		$759K Sell
15,787
-6,251
-28% -$300K 0.3% 86
2024
Q1 		$1.06M Buy
22,038
+2,829
+15% +$136K 0.43% 64
2023
Q4 		$928K Buy
19,209
+12,859
+203% +$610K 0.43% 64
2023
Q3 		$300K Sell
6,350
-164
-3% -$7.8K 0.19% 115
2023
Q2 		$311K Sell
6,514
-54
-0.8% -$2.59K 0.18% 131
2023
Q1 		$314K Sell
6,568
-243
-4% -$11.6K 0.24% 90
2022
Q4 		$323K Sell
6,811
-141
-2% -$6.67K 0.35% 85
2022
Q3 		$329K Sell
6,952
-2
-0% -$96 0.4% 78
2022
Q2 		$335K Sell
6,954
-257
-4% -$12.5K 0.26% 91
2022
Q1 		$352K Sell
7,211
-265
-4% -$13.1K 0.21% 131
2021
Q4 		$373K Sell
7,476
-2,794
-27% -$140K 0.16% 174
2021
Q3 		$519K Sell
10,270
-3,669
-26% -$186K 0.21% 141
2021
Q2 		$709K Buy
13,939
+72
+0.5% +$3.68K 0.3% 93
2021
Q1 		$708K Buy
13,867
+255
+2% +$13.1K 0.32% 97
2020
Q4 		$700K Buy
13,612
+3,994
+42% +$206K 0.36% 81
2020
Q3 		$497K Buy
9,618
+5,739
+148% +$297K 0.28% 90
2020
Q2 		$200K Buy
+3,879
New +$200K 0.12% 187
2020
Q1 		– Sell
-7,010
Closed -$363K – 138
2019
Q4 		$363K Buy
7,010
+343
+5% +$17.8K 0.19% 84
2019
Q3 		$346K Buy
6,667
+495
+8% +$25.7K 0.17% 97
2019
Q2 		$318K Sell
6,172
-1,296
-17% -$66.7K 0.18% 104
2019
Q1 		$382K Buy
7,468
+909
+14% +$46.5K 0.22% 87
2018
Q4 		$334K Buy
+6,559
New +$334K 0.31% 70

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Harvest Investment Services's LMBS Position: Q2 2026 in Review

Harvest Investment Services increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.72% in Q2 2026, buying an estimated $322K and bringing the position to 902,106 shares worth $44.9M. The position accounts for 6.94% of the portfolio, ranked #1.

Harvest Investment Services first reported a position in LMBS in Q4 2018 and has held it in 30 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Harvest Investment Services held 902,106 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $44.9M as of Q2 2026.
  • Harvest Investment Services bought 6,455 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $322K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 6.94% of Harvest Investment Services's portfolio in Q2 2026, its #1 holding.
  • Harvest Investment Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and has held it in 30 quarters since.
  • 456 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 Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.