PVI
LMBS icon

Pine Valley Investments’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Pine Valley Investments’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 		$2.82M Buy
56,596
+3,317
+6% +$165K 0.11% 174
2026
Q1 		$2.65M Buy
53,279
+5,995
+13% +$301K 0.12% 167
2025
Q4 		$2.36M Buy
47,284
+18
+0% +$900 0.11% 175
2025
Q3 		$2.35M Buy
47,266
+2,067
+5% +$102K 0.12% 177
2025
Q2 		$2.23M Buy
45,199
+1,063
+2% +$52K 0.12% 176
2025
Q1 		$2.17M Buy
44,136
+778
+2% +$38K 0.13% 175
2024
Q4 		$2.11M Sell
43,358
-1,782
-4% -$87K 0.13% 172
2024
Q3 		$2.23M Sell
45,140
-1,179
-3% -$57.7K 0.14% 163
2024
Q2 		$2.23M Sell
46,319
-1,923
-4% -$92.3K 0.15% 151
2024
Q1 		$2.33M Buy
48,242
+7,876
+20% +$380K 0.16% 143
2023
Q4 		$1.95M Buy
40,366
+9,866
+32% +$468K 0.14% 158
2023
Q3 		$1.44M Buy
30,500
+9,853
+48% +$469K 0.13% 167
2023
Q2 		$984K Buy
20,647
+1,259
+6% +$60.3K 0.1% 194
2023
Q1 		$932K Buy
+19,388
New +$928K 0.14% 139

Other funds holding LMBS

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Pine Valley Investments's LMBS Position: Q2 2026 in Review

Pine Valley Investments increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6.2% in Q2 2026, buying an estimated $165K and bringing the position to 56,596 shares worth $2.82M. The position accounts for 0.11% of the portfolio, ranked #174.

Pine Valley Investments first reported a position in LMBS in Q1 2023 and has held it in 14 quarters since. 260 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Pine Valley Investments held 56,596 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.82M as of Q2 2026.
  • Pine Valley Investments bought 3,317 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $165K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.11% of Pine Valley Investments's portfolio in Q2 2026, its #174 holding.
  • Pine Valley Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2023 and has held it in 14 quarters since.
  • 260 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 Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.