Park Square Financial Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Park Square Financial Group’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	$595K	Sell	11,954 -2,338	-16%	-$117K	5.37%	7
2026 Q1	$712K	Sell	14,292 -2,284	-14%	-$115K	5.41%	8
2025 Q4	$807K	Sell	16,576 -5,713	-26%	-$286K	4.79%	8
2025 Q3	$1.11M	Sell	22,289 -16,795	-43%	-$831K	4.79%	8
2025 Q2	$1.93M	Sell	39,084 -11,169	-22%	-$547K	1.39%	15
2025 Q1	$2.47M	Sell	50,253 -15,672	-24%	-$766K	1.96%	11
2024 Q4	$3.21M	Buy	+65,925	New	+$3.22M	2.22%	11

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

Park Square Financial Group's LMBS Position: Q2 2026 in Review

Park Square Financial Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 16% in Q2 2026, selling an estimated $117K and leaving 11,954 shares worth $595K. The position accounts for 5.37% of the portfolio, ranked #7.

Park Square Financial Group first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.21M in Q4 2024. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Park Square Financial Group held 11,954 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $595K as of Q2 2026.
Park Square Financial Group sold 2,338 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $117K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 5.37% of Park Square Financial Group's portfolio in Q2 2026, its #7 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 7 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.
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 Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.