Patten Group’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 | $1.81M | Sell |
36,364
-2,929
| -7% | -$146K | 0.28% | 94 |
|
|
2026
Q1 | $1.96M | Buy |
39,293
+1,134
| +3% | +$56.9K | 0.34% | 88 |
|
|
2025
Q4 | $1.91M | Sell |
38,159
-1,279
| -3% | -$63.9K | 0.35% | 92 |
|
|
2025
Q3 | $1.96M | Sell |
39,438
-1,647
| -4% | -$81.5K | 0.38% | 79 |
|
|
2025
Q2 | $2.02M | Buy |
41,085
+1,711
| +4% | +$83.8K | 0.43% | 70 |
|
|
2025
Q1 | $1.94M | Buy |
39,374
+3,050
| +8% | +$149K | 0.44% | 66 |
|
|
2024
Q4 | $1.77M | Buy |
36,324
+7,641
| +27% | +$373K | 0.39% | 72 |
|
|
2024
Q3 | $1.42M | Buy |
28,683
+3,421
| +14% | +$167K | 0.31% | 97 |
|
|
2024
Q2 | $1.21M | Buy |
25,262
+1,027
| +4% | +$49.3K | 0.29% | 99 |
|
|
2024
Q1 | $1.17M | Buy |
24,235
+5,353
| +28% | +$258K | 0.29% | 103 |
|
|
2023
Q4 | $912K | Buy |
18,882
+404
| +2% | +$19.2K | 0.25% | 116 |
|
|
2023
Q3 | $873K | Sell |
18,478
-667
| -3% | -$31.7K | 0.26% | 111 |
|
|
2023
Q2 | $913K | Sell |
19,145
-263
| -1% | -$12.6K | 0.14% | 111 |
|
|
2023
Q1 | $929K | Buy |
19,408
+30
| +0.2% | +$1.44K | 0.28% | 105 |
|
|
2022
Q4 | $919K | Sell |
19,378
-2,778
| -13% | -$131K | 0.29% | 104 |
|
|
2022
Q3 | $1.05M | Sell |
22,156
-157
| -0.7% | -$7.58K | 0.36% | 86 |
|
|
2022
Q2 | $1.07M | Sell |
22,313
-1,444
| -6% | -$70.2K | 0.34% | 86 |
|
|
2022
Q1 | $1.16M | Sell |
23,757
-4,241
| -15% | -$210K | 0.33% | 91 |
|
|
2021
Q4 | $1.4M | Sell |
27,998
-11,109
| -28% | -$558K | 0.37% | 81 |
|
|
2021
Q3 | $1.98M | Buy |
39,107
+1,413
| +4% | +$71.7K | 0.58% | 47 |
|
|
2021
Q2 | $1.92M | Buy |
37,694
+429
| +1% | +$21.9K | 0.56% | 49 |
|
|
2021
Q1 | $1.9M | Buy |
37,265
+2,300
| +7% | +$118K | 0.61% | 47 |
|
|
2020
Q4 | $1.8M | Buy |
34,965
+8,116
| +30% | +$419K | 0.49% | 47 |
|
|
2020
Q3 | $1.39M | Sell |
26,849
-399
| -1% | -$20.6K | 0.54% | 53 |
|
|
2020
Q2 | $1.41M | Buy |
27,248
+825
| +3% | +$42.6K | 0.61% | 43 |
|
|
2020
Q1 | $1.35M | Sell |
26,423
-431
| -2% | -$22.4K | 0.7% | 43 |
|
|
2019
Q4 | $1.39M | Buy |
26,854
+4,798
| +22% | +$249K | 0.52% | 57 |
|
|
2019
Q3 | $1.15M | Buy |
22,056
+4,341
| +25% | +$225K | 0.47% | 66 |
|
|
2019
Q2 | $916K | Buy |
17,715
+2,011
| +13% | +$103K | 0.37% | 83 |
|
|
2019
Q1 | $805K | Buy |
15,704
+2,940
| +23% | +$150K | 0.35% | 89 |
|
|
2018
Q4 | $652K | Buy |
12,764
+8,442
| +195% | +$430K | 0.31% | 86 |
|
|
2018
Q3 | $220K | Buy |
4,322
+200
| +5% | +$10.2K | 0.08% | 191 |
|
|
2018
Q2 | $211K | Buy |
4,122
+2,220
| +117% | +$114K | 0.08% | 187 |
|
|
2018
Q1 | $98K | Hold |
1,902
| – | – | 0.04% | 248 |
|
|
2017
Q4 | $98K | Buy |
1,902
+90
| +5% | +$4.67K | 0.04% | 258 |
|
|
2017
Q3 | $94K | Buy |
+1,812
| New | +$94.4K | 0.04% | 262 |
|
Other funds holding LMBS
Patten Group's LMBS Position: Q2 2026 in Review
Patten Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.5% in Q2 2026, selling an estimated $146K and leaving 36,364 shares worth $1.81M. The position accounts for 0.28% of the portfolio, ranked #94.
Patten Group first reported a position in LMBS in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.02M in Q2 2025. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Patten Group held 36,364 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.81M as of Q2 2026.
- Patten Group sold 2,929 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $146K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.28% of Patten Group's portfolio in Q2 2026, its #94 holding.
- Patten Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2017 and has held it in 36 quarters since.
- Patten Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.02M in Q2 2025.
- 455 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 Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.