PFG Advisors
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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
Q3 		$362K Sell
7,473
-839
-10% -$41.5K 0.02% 598
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% -$12K 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% -$1.24K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

PFG Advisors's LMBS Position: Q3 2026 in Review

PFG Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 10% in Q3 2026, selling an estimated $41.5K and leaving 7,473 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #598.

PFG Advisors first reported a position in LMBS in Q1 2019 and has held it in 31 quarters since. The position peaked at $776K in Q4 2024. 367 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • PFG Advisors held 7,473 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $362K as of Q3 2026.
  • PFG Advisors sold 839 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $41.5K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of PFG Advisors's portfolio in Q3 2026, its #598 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 31 quarters since.
  • PFG Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $776K in Q4 2024.
  • 367 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.