Key Capital 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
Q3
$3.2K Sell
66
-2
-3% -$99 ﹤0.01% 532
2026
Q2
$3.38K Sell
68
-254
-79% -$12.7K ﹤0.01% 491
2026
Q1
$16K Buy
322
+164
+104% +$8.22K 0.01% 255
2025
Q4
$7.9K Buy
+158
New +$7.9K 0.01% 284

Other funds holding LMBS

Key Capital Management's LMBS Position: Q3 2026 in Review

Key Capital Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.9% in Q3 2026, selling an estimated $99 and leaving 66 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Key Capital Management first reported a position in LMBS in Q4 2025 and has held it in 4 quarters since. The position peaked at $16K in Q1 2026. 298 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • Key Capital Management held 66 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.2K as of Q3 2026.
  • Key Capital Management sold 2 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $99.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #532 holding.
  • Key Capital Management 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 4 quarters since.
  • Key Capital Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $16K in Q1 2026.
  • 298 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.