Kestra Investment Management’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
$245K Buy
+4,919
New +$245K ﹤0.01% 461
2025
Q1
– Sell
-2,609
Closed -$127K – 1215
2024
Q4
$127K Buy
+2,609
New +$127K 0.01% 408

Other funds holding LMBS

Kestra Investment Management's LMBS Position: Q2 2026 in Review

Kestra Investment Management opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 4,919 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in LMBS as recently as Q4 2024.

Kestra Investment Management first reported a position in LMBS in Q4 2024 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Kestra Investment Management held 4,919 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $245K as of Q2 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Kestra Investment Management position in Q2 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #461 holding.
  • Kestra Investment Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 2 quarters since.
  • 457 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 Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.