Hilton Head Capital Partners’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
$166K Sell
3,328
-925
-22% -$46.1K 0.08% 164
2026
Q1
$212K Sell
4,253
-2
-0% -$100 0.12% 143
2025
Q4
$213K Buy
+4,255
New +$213K 0.12% 133

Other funds holding LMBS

Hilton Head Capital Partners's LMBS Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 22% in Q2 2026, selling an estimated $46.1K and leaving 3,328 shares worth $166K. The position accounts for 0.08% of the portfolio, ranked #164.

Hilton Head Capital Partners first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $213K in Q4 2025. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Hilton Head Capital Partners held 3,328 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $166K as of Q2 2026.
  • Hilton Head Capital Partners sold 925 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $46.1K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.08% of Hilton Head Capital Partners's portfolio in Q2 2026, its #164 holding.
  • Hilton Head Capital Partners 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.
  • Hilton Head Capital Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $213K in Q4 2025.
  • 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 Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.