MTM Investment Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

MTM Investment Management’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	$108K	Hold	2,173	–	–	0.03%	263
2026 Q1	$108K	Hold	2,173	–	–	0.03%	254
2025 Q4	$109K	Hold	2,173	–	–	0.03%	253
2025 Q3	$108K	Hold	2,173	–	–	0.03%	257
2025 Q2	$107K	Sell	2,173 -925	-30%	-$45.3K	0.04%	251
2025 Q1	$152K	Hold	3,098	–	–	0.06%	197
2024 Q4	$151K	Hold	3,098	–	–	0.06%	194
2024 Q3	$152K	Hold	3,098	–	–	0.06%	199
2024 Q2	$149K	Hold	3,098	–	–	0.06%	194
2024 Q1	$149K	Hold	3,098	–	–	0.06%	195
2023 Q4	$150K	Hold	3,098	–	–	0.07%	186
2023 Q3	$146K	Hold	3,098	–	–	0.07%	177
2023 Q2	$148K	Sell	3,098 -175	-5%	-$8.39K	0.07%	186
2023 Q1	$157K	Hold	3,273	–	–	0.08%	184
2022 Q4	$155K	Sell	3,273 -970	-23%	-$45.9K	0.08%	181
2022 Q3	$201K	Hold	4,243	–	–	0.11%	169
2022 Q2	$205K	Hold	4,243	–	–	0.11%	166
2022 Q1	$208K	Hold	4,243	–	–	0.1%	177
2021 Q4	$212K	Hold	4,243	–	–	0.1%	180
2021 Q3	$215K	Hold	4,243	–	–	0.12%	155
2021 Q2	$216K	Hold	4,243	–	–	0.11%	157
2021 Q1	$217K	Buy	4,243 +97	+2%	+$4.98K	0.12%	147
2020 Q4	$213K	Buy	+4,146	New	+$214K	0.13%	137

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

MTM Investment Management's LMBS Position: Q2 2026 in Review

MTM Investment Management held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 2,173 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #263.

MTM Investment Management first reported a position in LMBS in Q4 2020 and has held it in 23 quarters since. The position peaked at $217K in Q1 2021. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

MTM Investment Management held 2,173 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $108K as of Q2 2026.
MTM Investment Management left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of MTM Investment Management's portfolio in Q2 2026, its #263 holding.
MTM Investment Management 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.
MTM Investment Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $217K in Q1 2021.
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 MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.