Keating Financial 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
$791K Buy
15,880
+853
+6% +$42.5K 0.1% 131
2026
Q1
$748K Buy
15,027
+13,506
+888% +$677K 0.12% 117
2025
Q4
$76K Buy
+1,521
New +$76K 0.01% 567

Other funds holding LMBS

Keating Financial Advisory Services's LMBS Position: Q2 2026 in Review

Keating Financial Advisory Services increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.7% in Q2 2026, buying an estimated $42.5K and bringing the position to 15,880 shares worth $791K. The position accounts for 0.1% of the portfolio, ranked #131.

Keating Financial Advisory Services first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Keating Financial Advisory Services held 15,880 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $791K as of Q2 2026.
  • Keating Financial Advisory Services bought 853 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $42.5K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.1% of Keating Financial Advisory Services's portfolio in Q2 2026, its #131 holding.
  • Keating Financial Advisory Services 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.
  • 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 Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.