MRA Advisory 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
$7.38M Buy
148,202
+2,550
+2% +$127K 2.67% 12
2026
Q1
$7.25M Sell
145,652
-87,182
-37% -$4.37M 2.96% 9
2025
Q4
$11.6M Buy
232,834
+8,916
+4% +$446K 4.89% 5
2025
Q3
$11.1M Buy
223,918
+24,454
+12% +$1.21M 4.86% 6
2025
Q2
$9.83M Sell
199,464
-11,903
-6% -$583K 4.6% 6
2025
Q1
$10.4M Buy
211,367
+10,197
+5% +$498K 5.54% 4
2024
Q4
$9.79M Buy
201,170
+6,159
+3% +$301K 5.19% 4
2024
Q3
$9.64M Buy
195,011
+30,944
+19% +$1.51M 5.27% 4
2024
Q2
$7.88M Buy
164,067
+149,117
+997% +$7.16M 4.51% 6
2024
Q1
$721K Buy
14,950
+4,472
+43% +$216K 0.43% 32
2023
Q4
$506K Sell
10,478
-80,818
-89% -$3.83M 0.33% 44
2023
Q3
$4.31M Sell
91,296
-29,715
-25% -$1.41M 3.08% 7
2023
Q2
$5.77M Buy
121,011
+53,781
+80% +$2.58M 3.97% 4
2023
Q1
$3.22M Buy
67,230
+17,747
+36% +$850K 2.32% 19
2022
Q4
$2.35M Buy
49,483
+16,159
+48% +$764K 1.84% 20
2022
Q3
$1.58M Buy
33,324
+3,144
+10% +$152K 1.34% 21
2022
Q2
$1.46M Sell
30,180
-1,531
-5% -$74.4K 1.27% 24
2022
Q1
$1.55M Sell
31,711
-21,631
-41% -$1.07M 1.18% 22
2021
Q4
$2.67M Sell
53,342
-23,440
-31% -$1.18M 2.06% 20
2021
Q3
$3.88M Sell
76,782
-20,269
-21% -$1.03M 3.3% 3
2021
Q2
$4.94M Buy
97,051
+70,639
+267% +$3.61M 4.24% 1
2021
Q1
$1.35M Sell
26,412
-51,688
-66% -$2.66M 1.27% 26
2020
Q4
$4.02M Buy
+78,100
New +$4.03M 3.95% 3

Other funds holding LMBS

MRA Advisory Group's LMBS Position: Q2 2026 in Review

MRA Advisory Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.8% in Q2 2026, buying an estimated $127K and bringing the position to 148,202 shares worth $7.38M. The position accounts for 2.67% of the portfolio, ranked #12.

MRA Advisory Group first reported a position in LMBS in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.6M in Q4 2025. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • MRA Advisory Group held 148,202 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $7.38M as of Q2 2026.
  • MRA Advisory Group bought 2,550 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $127K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.67% of MRA Advisory Group's portfolio in Q2 2026, its #12 holding.
  • MRA Advisory Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and has held it in 23 quarters since.
  • MRA Advisory Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $11.6M in Q4 2025.
  • 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 MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.