Mutual Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Mutual Advisors's LMBS Position: Q2 2026 in Review
Mutual Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 15% in Q2 2026, selling an estimated $1.28M and leaving 143,639 shares worth $7.15M. The position accounts for 0.13% of the portfolio, ranked #144.
Mutual Advisors first reported a position in LMBS in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.1M in Q3 2025. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Mutual Advisors held 143,639 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $7.15M as of Q2 2026.
- Mutual Advisors sold 25,577 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.28M.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.13% of Mutual Advisors's portfolio in Q2 2026, its #144 holding.
- Mutual Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and has held it in 30 quarters since.
- Mutual Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $10.1M in Q3 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 Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.