NBC Securities’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
$577K Sell
11,583
-301
-3% -$15K 0.04% 480
2026
Q1
$592K Buy
11,884
+221
+2% +$11.1K 0.04% 434
2025
Q4
$583K Sell
11,663
-48
-0.4% -$2.4K 0.04% 452
2025
Q3
$583K Sell
11,711
-4,299
-27% -$213K 0.04% 449
2025
Q2
$788K Buy
16,010
+63
+0.4% +$3.08K 0.06% 336
2025
Q1
$783K Buy
15,947
+15,930
+93,706% +$778K 0.07% 303
2024
Q4
$852 Sell
17
-17,253
-100% -$843K 0.08% 273
2024
Q3
$853K Sell
17,270
-169
-1% -$8.27K 0.07% 289
2024
Q2
$837K Sell
17,439
-2,011
-10% -$96.5K 0.08% 277
2024
Q1
$938K Sell
19,450
-163
-0.8% -$7.86K 0.09% 251
2023
Q4
$947K Buy
19,613
+233
+1% +$11K 0.1% 216
2023
Q3
$915K Buy
+19,380
New +$922K 0.1% 206

Other funds holding LMBS

NBC Securities's LMBS Position: Q2 2026 in Review

NBC Securities reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.5% in Q2 2026, selling an estimated $15K and leaving 11,583 shares worth $577K. The position accounts for 0.04% of the portfolio, ranked #480.

NBC Securities first reported a position in LMBS in Q3 2023 and has held it in 12 quarters since. The position peaked at $947K in Q4 2023. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • NBC Securities held 11,583 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $577K as of Q2 2026.
  • NBC Securities sold 301 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $15K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.04% of NBC Securities's portfolio in Q2 2026, its #480 holding.
  • NBC Securities first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $947K in Q4 2023.
  • 453 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 NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.