Koshinski Asset 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
$225K Buy
4,523
+8
+0.2% +$399 0.01% 715
2026
Q1
$225K Sell
4,515
-513
-10% -$25.7K 0.01% 673
2025
Q4
$251K Sell
5,028
-842
-14% -$42.1K 0.02% 615
2025
Q3
$292K Buy
5,870
+307
+6% +$15.2K 0.02% 569
2025
Q2
$274K Sell
5,563
-205
-4% -$10K 0.02% 559
2025
Q1
$284K Sell
5,768
-608
-10% -$29.7K 0.02% 509
2024
Q4
$310M Sell
6,376
-93
-1% -$4.54K 0.03% 476
2024
Q3
$320K Buy
6,469
+7
+0.1% +$343 0.03% 479
2024
Q2
$312K Buy
+6,462
New +$310K 0.03% 452
2023
Q4
Sell
-5,362
Closed -$253K 578
2023
Q3
$253K Buy
5,362
+2
+0% +$95 0.03% 464
2023
Q2
$256K Sell
5,360
-4,458
-45% -$214K 0.03% 485
2023
Q1
$470K Sell
9,818
-235
-2% -$11.3K 0.05% 343
2022
Q4
$477K Buy
10,053
+1
+0% +$47 0.05% 367
2022
Q3
$476K Sell
10,052
-269
-3% -$13K 0.06% 332
2022
Q2
$499K Sell
10,321
-37
-0.4% -$1.8K 0.05% 364
2022
Q1
$507K Sell
10,358
-133
-1% -$6.59K 0.04% 383
2021
Q4
$524K Sell
10,491
-99
-0.9% -$4.98K 0.04% 394
2021
Q3
$536K Buy
10,590
+3,851
+57% +$195K 0.05% 386
2021
Q2
$343K Sell
6,739
-5,524
-45% -$282K 0.04% 399
2021
Q1
$626K Buy
12,263
+1,102
+10% +$56.6K 0.07% 314
2020
Q4
$574K Buy
11,161
+590
+6% +$30.4K 0.07% 288
2020
Q3
$546 Sell
10,571
-40
-0.4% -$2.07K 0.07% 273
2020
Q2
$548K Sell
10,611
-417
-4% -$21.5K 0.09% 256
2020
Q1
$562K Buy
11,028
+320
+3% +$16.6K 0.12% 220
2019
Q4
$554K Buy
+10,708
New +$556K 0.1% 287
2019
Q3
Sell
-8,605
Closed -$445K 217
2019
Q2
$445K Buy
8,605
+840
+11% +$43.2K 0.18% 155
2019
Q1
$398 Hold
7,765
0.11% 241
2018
Q4
$396K Buy
7,765
+1,710
+28% +$87.1K 0.1% 249
2018
Q3
$309K Buy
+6,055
New +$310K 0.04% 413
2017
Q1
Sell
-4,499
Closed -$235K 331
2016
Q4
$235K Buy
+4,499
New +$236K 0.12% 245

Other funds holding LMBS

Koshinski Asset Management's LMBS Position: Q2 2026 in Review

Koshinski Asset Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.18% in Q2 2026, buying an estimated $399 and bringing the position to 4,523 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #715.

Koshinski Asset Management first reported a position in LMBS in Q4 2016 and has held it in 30 quarters since. The position peaked at $310M in Q4 2024. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Koshinski Asset Management held 4,523 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $225K as of Q2 2026.
  • Koshinski Asset Management bought 8 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $399.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #715 holding.
  • Koshinski Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2016 and has held it in 30 quarters since.
  • Koshinski Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $310M in Q4 2024.
  • 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 Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.