Platform Technology Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Platform Technology Partners’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	$360K	Hold	7,226	–	–	0.06%	226
2026 Q1	$360K	Hold	7,226	–	–	0.07%	197
2025 Q4	$361K	Sell	7,226 -601	-8%	-$30K	0.08%	184
2025 Q3	$390K	Hold	7,827	–	–	0.09%	167
2025 Q2	$386K	Hold	7,827	–	–	0.1%	168
2025 Q1	$385K	Buy	7,827 +407	+5%	+$19.9K	0.11%	157
2024 Q4	$361K	Hold	7,420	–	–	0.11%	151
2024 Q3	$367K	Hold	7,420	–	–	0.12%	156
2024 Q2	$357K	Buy	+7,420	New	+$356K	0.12%	147
2023 Q4	$358K	Hold	7,420	–	–	0.14%	142
2023 Q3	$351K	Sell	7,420 -650	-8%	-$30.9K	0.16%	132
2023 Q2	$384K	Sell	8,070 -647	-7%	-$31K	0.18%	123
2023 Q1	$417K	Sell	8,717 -994	-10%	-$47.6K	0.21%	112
2022 Q4	$460K	Sell	9,711 -285	-3%	-$13.5K	0.24%	104
2022 Q3	$473K	Sell	9,996 -97	-1%	-$4.68K	0.27%	98
2022 Q2	$488K	Sell	10,093 -197	-2%	-$9.57K	0.27%	99
2022 Q1	$504K	Sell	10,290 -1,287	-11%	-$63.7K	0.24%	108
2021 Q4	$579K	Buy	11,577 +3	+0%	+$151	0.25%	100
2021 Q3	$585K	Sell	11,574 -7,675	-40%	-$389K	0.27%	103
2021 Q2	$980K	Buy	+19,249	New	+$983K	0.4%	71
2020 Q4	$926K	Buy	17,986 +2,873	+19%	+$148K	0.45%	60
2020 Q3	$781K	Buy	15,113 +9,313	+161%	+$482K	0.48%	53
2020 Q2	$300K	Buy	+5,800	New	+$299K	0.21%	131

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Platform Technology Partners's LMBS Position: Q2 2026 in Review

Platform Technology Partners held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 7,226 shares worth $360K. The position accounts for 0.06% of the portfolio, ranked #226.

Platform Technology Partners first reported a position in LMBS in Q2 2020 and has held it in 23 quarters since. The position peaked at $980K in Q2 2021. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Platform Technology Partners held 7,226 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $360K as of Q2 2026.
Platform Technology Partners left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Platform Technology Partners's portfolio in Q2 2026, its #226 holding.
Platform Technology Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2020 and has held it in 23 quarters since.
Platform Technology Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $980K in Q2 2021.
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 Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.