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Park Avenue Securities’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Park Avenue Securities’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 		$2.85M Buy
57,218
+8,236
+17% +$411K 0.02% 549
2026
Q1 		$2.44M Buy
48,982
+15,640
+47% +$784K 0.02% 494
2025
Q4 		$1.67M Sell
33,342
-9,030
-21% -$451K 0.01% 612
2025
Q3 		$2.11M Buy
42,372
+170
+0.4% +$8.41K 0.02% 566
2025
Q2 		$2.08M Buy
42,202
+902
+2% +$44.2K 0.02% 500
2025
Q1 		$2.03M Sell
41,300
-6,245
-13% -$305K 0.03% 395
2024
Q4 		$2.31M Buy
47,545
+5,603
+13% +$274K 0.02% 422
2024
Q3 		$2.07M Sell
41,942
-3,464
-8% -$170K 0.02% 417
2024
Q2 		$2.18M Sell
45,406
-1,014
-2% -$48.7K 0.03% 388
2024
Q1 		$2.24M Sell
46,420
-13,834
-23% -$667K 0.03% 382
2023
Q4 		$2.91M Buy
60,254
+21,524
+56% +$1.02M 0.04% 274
2023
Q3 		$1.83M Buy
38,730
+3,864
+11% +$184K 0.03% 357
2023
Q2 		$1.66M Buy
34,866
+14,131
+68% +$677K 0.03% 366
2023
Q1 		$993K Buy
20,735
+14,137
+214% +$677K 0.02% 460
2022
Q4 		$313K Buy
+6,598
New +$312K 0.01% 964

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Park Avenue Securities's LMBS Position: Q2 2026 in Review

Park Avenue Securities increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 17% in Q2 2026, buying an estimated $411K and bringing the position to 57,218 shares worth $2.85M. The position accounts for 0.02% of the portfolio, ranked #549.

Park Avenue Securities first reported a position in LMBS in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.91M in Q4 2023. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Park Avenue Securities held 57,218 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.85M as of Q2 2026.
  • Park Avenue Securities bought 8,236 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $411K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Park Avenue Securities's portfolio in Q2 2026, its #549 holding.
  • Park Avenue Securities first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and has held it in 15 quarters since.
  • Park Avenue Securities's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.91M in Q4 2023.
  • 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 Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.