Kestra 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
$15.2M Buy
305,911
+45,436
+17% +$2.27M 0.05% 389
2026
Q1
$13M Sell
260,475
-10,868
-4% -$545K 0.05% 387
2025
Q4
$13.6M Buy
271,343
+24,777
+10% +$1.24M 0.06% 333
2025
Q3
$12.3M Buy
246,566
+11,672
+5% +$578K 0.06% 337
2025
Q2
$11.6M Sell
234,894
-703
-0.3% -$34.4K 0.06% 334
2025
Q1
$11.6M Buy
235,597
+44,175
+23% +$2.16M 0.06% 311
2024
Q4
$9.32M Sell
191,422
-1,044
-0.5% -$51K 0.05% 370
2024
Q3
$9.51M Sell
192,466
-58,628
-23% -$2.87M 0.05% 376
2024
Q2
$12.1M Buy
251,094
+23,860
+11% +$1.15M 0.07% 310
2024
Q1
$11M Sell
227,234
-41,636
-15% -$2.01M 0.07% 283
2023
Q4
$13M Sell
268,870
-46,484
-15% -$2.2M 0.11% 208
2023
Q3
$14.9M Buy
315,354
+48,432
+18% +$2.3M 0.15% 149
2023
Q2
$12.7M Buy
266,922
+51,048
+24% +$2.45M 0.13% 177
2023
Q1
$10.3M Sell
215,874
-129,339
-37% -$6.19M 0.11% 201
2022
Q4
$16.4M Sell
345,213
-7,917
-2% -$374K 0.15% 164
2022
Q3
$16.7M Sell
353,130
-22,738
-6% -$1.1M 0.18% 134
2022
Q2
$18.2M Sell
375,868
-532
-0.1% -$25.8K 0.19% 122
2022
Q1
$18.4M Buy
376,400
+51,425
+16% +$2.55M 0.19% 109
2021
Q4
$16.2M Sell
324,975
-10,663
-3% -$536K 0.16% 139
2021
Q3
$17M Sell
335,638
-49,073
-13% -$2.49M 0.17% 137
2021
Q2
$19.6M Buy
384,711
+35,432
+10% +$1.81M 0.22% 103
2021
Q1
$17.8M Sell
349,279
-88,008
-20% -$4.52M 0.23% 104
2020
Q4
$22.5M Buy
437,287
+39,538
+10% +$2.04M 0.26% 80
2020
Q3
$20.6M Buy
+397,749
New +$20.6M 0.38% 48

Other funds holding LMBS

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

Kestra Advisory Services increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 17% in Q2 2026, buying an estimated $2.27M and bringing the position to 305,911 shares worth $15.2M. The position accounts for 0.05% of the portfolio, ranked #389.

Kestra Advisory Services first reported a position in LMBS in Q3 2020 and has held it in 24 quarters since. The position peaked at $22.5M in Q4 2020. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Kestra Advisory Services held 305,911 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $15.2M as of Q2 2026.
  • Kestra Advisory Services bought 45,436 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $2.27M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Kestra Advisory Services's portfolio in Q2 2026, its #389 holding.
  • Kestra Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $22.5M in Q4 2020.
  • 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 Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.