Moment Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Moment Partners’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,147	Closed	-$207K	–	110
2026 Q1	$207K	Buy	+4,147	New	+$208K	0.04%	112
2025 Q4	–	Sell	-4,628	Closed	-$230K	–	118
2025 Q3	$230K	Sell	4,628 -24	-0.5%	-$1.19K	0.04%	109
2025 Q2	$229K	Sell	4,652 -444	-9%	-$21.7K	0.04%	104
2025 Q1	$251K	Sell	5,096 -467	-8%	-$22.8K	0.05%	100
2024 Q4	$271K	Buy	+5,563	New	+$272K	0.05%	100

Other funds holding LMBS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Moment Partners's LMBS Position: Q2 2026 in Review

Moment Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026, closing a stake of 4,147 shares — an estimated $207K sold.

Moment Partners first reported a position in LMBS in Q4 2024 and held it in 5 quarters. The position peaked at $271K in Q4 2024. 215 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Moment Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2026 after selling out during the quarter.
Moment Partners sold 4,147 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $207K.
Moment Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and held it in 5 quarters.
Moment Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $271K in Q4 2024.
215 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 Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.