PFS Partners’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
$11.8M Buy
236,514
+11,624
+5% +$580K 4.77% 6
2026
Q1
$11.2M Buy
224,890
+5,058
+2% +$254K 5.13% 6
2025
Q4
$11M Buy
219,832
+3,811
+2% +$191K 5.03% 6
2025
Q3
$10.8M Buy
216,021
+4,993
+2% +$247K 5.12% 6
2025
Q2
$10.4M Sell
211,028
-5,402
-2% -$264K 5.24% 6
2025
Q1
$10.6M Buy
216,430
+3,788
+2% +$185K 5.63% 6
2024
Q4
$10.3M Buy
212,642
+39,035
+22% +$1.91M 5.54% 6
2024
Q3
$8.58M Buy
173,607
+5,193
+3% +$254K 4.85% 5
2024
Q2
$8.09M Buy
168,414
+1,195
+0.7% +$57.4K 5.04% 5
2024
Q1
$8.07M Buy
167,219
+14,675
+10% +$708K 5.35% 5
2023
Q4
$7.37M Buy
152,544
+3,120
+2% +$148K 5.04% 6
2023
Q3
$7.06M Buy
149,424
+332
+0.2% +$15.8K 6.22% 5
2023
Q2
$7.11M Sell
149,092
-1,626
-1% -$77.9K 5.95% 5
2023
Q1
$7.21M Sell
150,718
-3,037
-2% -$145K 7.05% 4
2022
Q4
$7.29M Sell
153,755
-1,251
-0.8% -$59.1K 7.67% 4
2022
Q3
$7.34M Sell
155,006
-9,681
-6% -$467K 7.94% 3
2022
Q2
$7.95M Sell
164,687
-56,516
-26% -$2.75M 7.74% 3
2022
Q1
$10.8M Buy
221,203
+5,207
+2% +$258K 9.37% 3
2021
Q4
$10.8M Buy
+215,996
New +$10.9M 8.01% 6

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.