HBW Advisory Services’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
$365K Buy
7,326
+108
+1% +$5.39K 0.03% 347
2026
Q1
$360K Sell
7,218
-5,989
-45% -$300K 0.04% 331
2025
Q4
$660K Buy
13,207
+9,181
+228% +$459K 0.07% 242
2025
Q3
$200K Sell
4,026
-501
-11% -$24.8K 0.02% 403
2025
Q2
$223K Buy
4,527
+94
+2% +$4.6K 0.03% 371
2025
Q1
$218K Buy
+4,433
New +$217K 0.03% 356
2022
Q3
Sell
-17,775
Closed -$859K 242
2022
Q2
$859K Buy
+17,775
New +$864K 0.22% 114
2020
Q3
Sell
-21,038
Closed -$1.09M 219
2020
Q2
$1.09M Buy
21,038
+902
+4% +$46.6K 0.5% 64
2020
Q1
$1.03M Buy
20,136
+1,258
+7% +$65.3K 0.75% 49
2019
Q4
$980K Buy
18,878
+8,098
+75% +$420K 0.57% 54
2019
Q3
$561K Buy
+10,780
New +$559K 0.54% 51

Other funds holding LMBS

HBW Advisory Services's LMBS Position: Q2 2026 in Review

HBW Advisory Services increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.5% in Q2 2026, buying an estimated $5.39K and bringing the position to 7,326 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #347.

HBW Advisory Services first reported a position in LMBS in Q3 2019 and has held it in 11 quarters since. The position peaked at $1.09M in Q2 2020. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • HBW Advisory Services held 7,326 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $365K as of Q2 2026.
  • HBW Advisory Services bought 108 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $5.39K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of HBW Advisory Services's portfolio in Q2 2026, its #347 holding.
  • HBW Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2019 and has held it in 11 quarters since.
  • HBW Advisory Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.09M in Q2 2020.
  • 453 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 HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.