Park Square Financial Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Park Square Financial Group's LMBS Position: Q1 2026 in Review
Park Square Financial Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 14% in Q1 2026, selling an estimated $115K and leaving 14,292 shares worth $712K. The position accounts for 5.41% of the portfolio, ranked #8.
Park Square Financial Group first reported a position in LMBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.21M in Q4 2024. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- Park Square Financial Group held 14,292 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $712K as of Q1 2026.
- Park Square Financial Group sold 2,284 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $115K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 5.41% of Park Square Financial Group's portfolio in Q1 2026, its #8 holding.
- Park Square Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 6 quarters since.
- Park Square Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.21M in Q4 2024.
- 440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.
Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.