Level Four Advisory Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Level Four Advisory Services's LMBS Position: Q2 2026 in Review
Level Four Advisory Services reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.14% in Q2 2026, selling an estimated $449 and leaving 6,455 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #744.
Level Four Advisory Services first reported a position in LMBS in Q4 2017 and has held it in 35 quarters since. The position peaked at $29.3M in Q4 2019. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Level Four Advisory Services held 6,455 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $321K as of Q2 2026.
- Level Four Advisory Services sold 9 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $449.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #744 holding.
- Level Four Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2017 and has held it in 35 quarters since.
- Level Four Advisory Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $29.3M in Q4 2019.
- 455 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 Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.