Mainsail Financial Group’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
$9.96M Buy
200,002
+45,769
+30% +$2.28M 3.38% 10
2026
Q1
$7.68M Buy
154,233
+9,138
+6% +$458K 3.2% 8
2025
Q4
$7.25M Buy
145,095
+7,566
+6% +$378K 3.02% 9
2025
Q3
$6.85M Buy
137,529
+9,626
+8% +$476K 2.94% 10
2025
Q2
$6.28M Buy
127,903
+8,946
+8% +$438K 2.93% 11
2025
Q1
$5.85M Buy
118,957
+5,229
+5% +$255K 3.31% 11
2024
Q4
$5.54M Buy
113,728
+7,753
+7% +$379K 3.21% 11
2024
Q3
$5.2M Buy
105,975
+34,392
+48% +$1.68M 3.09% 12
2024
Q2
$3.44M Buy
71,583
+17,979
+34% +$863K 2.02% 18
2024
Q1
$2.59M Sell
53,604
-13,737
-20% -$662K 1.78% 21
2023
Q4
$3.26M Buy
67,341
+2,793
+4% +$132K 2.52% 17
2023
Q3
$3.04M Buy
64,548
+5,126
+9% +$244K 2.76% 14
2023
Q2
$2.83M Buy
59,422
+435
+0.7% +$20.9K 2.65% 14
2023
Q1
$2.82M Buy
58,987
+12,750
+28% +$610K 2.74% 14
2022
Q4
$2.21M Buy
+46,237
New +$2.19M 2.25% 18

Other funds holding LMBS

Mainsail Financial Group's LMBS Position: Q2 2026 in Review

Mainsail Financial Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 30% in Q2 2026, buying an estimated $2.28M and bringing the position to 200,002 shares worth $9.96M. The position accounts for 3.38% of the portfolio, ranked #10.

Mainsail Financial Group first reported a position in LMBS in Q4 2022 and has held it in 15 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Mainsail Financial Group held 200,002 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $9.96M as of Q2 2026.
  • Mainsail Financial Group bought 45,769 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $2.28M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 3.38% of Mainsail Financial Group's portfolio in Q2 2026, its #10 holding.
  • Mainsail Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and has held it in 15 quarters since.
  • 456 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 Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.