Lunt 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
Q2
$6.85M Sell
137,684
-1,787
-1% -$89.1K 2.51% 10
2026
Q1
$6.95M Buy
139,471
+11,015
+9% +$552K 2.67% 9
2025
Q4
$6.42M Sell
128,456
-3,583
-3% -$179K 2.41% 11
2025
Q3
$6.57M Sell
132,039
-2,513
-2% -$124K 2.51% 10
2025
Q2
$6.63M Buy
134,552
+1,022
+0.8% +$50K 2.54% 10
2025
Q1
$6.56M Buy
133,530
+3,552
+3% +$174K 2.39% 10
2024
Q4
$6.33M Buy
129,978
+7,146
+6% +$349K 2.46% 10
2024
Q3
$6.07M Buy
122,832
+4,695
+4% +$230K 2.84% 9
2024
Q2
$5.68M Buy
118,137
+1,435
+1% +$68.9K 2.8% 9
2024
Q1
$5.63M Buy
116,702
+5,236
+5% +$252K 2.79% 9
2023
Q4
$5.39M Sell
111,466
-2,208
-2% -$105K 2.79% 8
2023
Q3
$5.37M Buy
113,674
+5,737
+5% +$273K 2.83% 9
2023
Q2
$5.15M Buy
+107,937
New +$5.17M 2.78% 9

Other funds holding LMBS

Lunt Capital Management's LMBS Position: Q2 2026 in Review

Lunt Capital Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.3% in Q2 2026, selling an estimated $89.1K and leaving 137,684 shares worth $6.85M. The position accounts for 2.51% of the portfolio, ranked #10.

Lunt Capital Management first reported a position in LMBS in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.95M in Q1 2026. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Lunt Capital Management held 137,684 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $6.85M as of Q2 2026.
  • Lunt Capital Management sold 1,787 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $89.1K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.51% of Lunt Capital Management's portfolio in Q2 2026, its #10 holding.
  • Lunt Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2023 and has held it in 13 quarters since.
  • Lunt Capital Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.95M in Q1 2026.
  • 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 Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.