&Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

&Partners’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	$25.9M	Buy	521,063 +123,379	+31%	+$6.15M	0.11%	184
2026 Q1	$19.8M	Sell	397,684 -5,727	-1%	-$287K	0.1%	194
2025 Q4	$20.2M	Buy	403,411 +19,004	+5%	+$950K	0.11%	176
2025 Q3	$19.1M	Buy	384,407 +23,264	+6%	+$1.15M	0.12%	157
2025 Q2	$17.8M	Buy	361,143 +173,505	+92%	+$8.49M	0.14%	152
2025 Q1	$9.38M	Buy	187,638 +85,796	+84%	+$4.19M	0.1%	197
2024 Q4	$4.95M	Buy	101,842 +79,923	+365%	+$3.9M	0.06%	280
2024 Q3	$1.08M	Buy	21,919 +13,750	+168%	+$673K	0.02%	544
2024 Q2	$393K	Sell	8,169 -97	-1%	-$4.66K	0.02%	625
2024 Q1	$399K	Buy	+8,266	New	+$399K	0.05%	313
2023 Q4	–	Sell	-7,841	Closed	-$370K	–	305
2023 Q3	$370K	Sell	7,841 -2,477	-24%	-$118K	0.17%	108
2023 Q2	$406K	Hold	10,318	–	–	0.18%	100
2023 Q1	$494K	Hold	10,318	–	–	0.24%	86
2022 Q4	$489K	Sell	10,318 -1,029	-9%	-$48.6K	0.24%	85
2022 Q3	$537K	Sell	11,347 -1,381	-11%	-$66.6K	0.31%	74
2022 Q2	$615K	Sell	12,728 -1,228	-9%	-$59.7K	0.36%	69
2022 Q1	$683K	Sell	13,956 -8,841	-39%	-$438K	0.38%	62
2021 Q4	$1.14M	Sell	22,797 -696	-3%	-$35K	0.69%	30
2021 Q3	$1.19M	Sell	23,493 -265	-1%	-$13.4K	0.76%	32
2021 Q2	$1.21M	Hold	23,758	–	–	0.78%	31
2021 Q1	$1.21M	Hold	23,758	–	–	0.88%	28
2020 Q4	$1.22M	Buy	23,758 +265	+1%	+$13.7K	1.03%	24
2020 Q3	$1.21M	Buy	23,493 +14,936	+175%	+$773K	1.23%	19
2020 Q2	$442K	Buy	+8,557	New	+$442K	0.53%	53

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

&Partners's LMBS Position: Q2 2026 in Review

&Partners increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 31% in Q2 2026, buying an estimated $6.15M and bringing the position to 521,063 shares worth $25.9M. The position accounts for 0.11% of the portfolio, ranked #184.

&Partners first reported a position in LMBS in Q2 2020 and has held it in 24 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

&Partners held 521,063 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $25.9M as of Q2 2026.
&Partners bought 123,379 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $6.15M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.11% of &Partners's portfolio in Q2 2026, its #184 holding.
&Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2020 and has held it in 24 quarters since.
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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.