PFS Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
PFS Partners's LMBS Position: Q2 2026 in Review
PFS Partners increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.2% in Q2 2026, buying an estimated $580K and bringing the position to 236,514 shares worth $11.8M. The position accounts for 4.77% of the portfolio, ranked #6.
PFS Partners first reported a position in LMBS in Q4 2021 and has held it in 19 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- PFS Partners held 236,514 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $11.8M as of Q2 2026.
- PFS Partners bought 11,624 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $580K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 4.77% of PFS Partners's portfolio in Q2 2026, its #6 holding.
- PFS Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 19 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 PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.