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

PFG Advisors’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 		$414K Sell
8,312
-441
-5% -$22K 0.02% 578
2026
Q1 		$436K Sell
8,753
-560
-6% -$28.1K 0.02% 575
2025
Q4 		$466K Sell
9,313
-2,612
-22% -$131K 0.02% 547
2025
Q3 		$594K Sell
11,925
-1,697
-12% -$84K 0.02% 517
2025
Q2 		$671K Sell
13,622
-2,052
-13% -$100K 0.03% 364
2025
Q1 		$771K Sell
15,674
-264
-2% -$12.9K 0.04% 377
2024
Q4 		$776K Buy
15,938
+8,138
+104% +$398K 0.05% 366
2024
Q3 		$385K Buy
7,800
+1,305
+20% +$63.9K 0.02% 524
2024
Q2 		$312K Sell
6,495
-602
-8% -$28.9K 0.02% 544
2024
Q1 		$342K Sell
7,097
-1,580
-18% -$76.2K 0.03% 488
2023
Q4 		$419K Sell
8,677
-723
-8% -$34.3K 0.03% 398
2023
Q3 		$444K Sell
9,400
-4,874
-34% -$232K 0.04% 370
2023
Q2 		$680K Buy
14,274
+1,468
+11% +$70.4K 0.05% 351
2023
Q1 		$613K Buy
12,806
+1,797
+16% +$86K 0.05% 354
2022
Q4 		$522K Sell
11,009
-262
-2% -$12.4K 0.05% 346
2022
Q3 		$534K Buy
11,271
+657
+6% +$31.7K 0.06% 312
2022
Q2 		$513K Buy
10,614
+980
+10% +$47.6K 0.06% 247
2022
Q1 		$472K Buy
9,634
+1,569
+19% +$77.7K 0.05% 275
2021
Q4 		$403K Buy
8,065
+2,936
+57% +$148K 0.04% 392
2021
Q3 		$259K Buy
5,129
+1,032
+25% +$52.4K 0.03% 440
2021
Q2 		$209K Sell
4,097
-234
-5% -$11.9K 0.02% 459
2021
Q1 		$221K Sell
4,331
-2,404
-36% -$124K 0.03% 422
2020
Q4 		$347K Sell
6,735
-56
-0.8% -$2.89K 0.06% 285
2020
Q3 		$351K Buy
6,791
+19
+0.3% +$983 0.07% 272
2020
Q2 		$350K Sell
6,772
-390
-5% -$20.1K 0.08% 232
2020
Q1 		$369K Buy
7,162
+1,415
+25% +$73.5K 0.1% 207
2019
Q4 		$298K Sell
5,747
-24
-0.4% -$1.25K 0.07% 242
2019
Q3 		$301K Sell
5,771
-404
-7% -$21K 0.08% 240
2019
Q2 		$320K Buy
6,175
+2,145
+53% +$110K 0.09% 234
2019
Q1 		$207K Buy
+4,030
New +$206K 0.06% 270

Other funds holding LMBS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PFG Advisors's LMBS Position: Q2 2026 in Review

PFG Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5% in Q2 2026, selling an estimated $22K and leaving 8,312 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #578.

PFG Advisors first reported a position in LMBS in Q1 2019 and has held it in 30 quarters since. The position peaked at $776K in Q4 2024. 193 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • PFG Advisors held 8,312 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $414K as of Q2 2026.
  • PFG Advisors sold 441 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $22K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of PFG Advisors's portfolio in Q2 2026, its #578 holding.
  • PFG Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and has held it in 30 quarters since.
  • PFG Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $776K in Q4 2024.
  • 193 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 PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.