Private Advisor Group’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 | $28.3M | Sell |
569,240
-15,207
| -3% | -$758K | 0.13% | 168 |
|
|
2026
Q1 | $29.1M | Buy |
584,447
+39,466
| +7% | +$1.98M | 0.14% | 160 |
|
|
2025
Q4 | $27.2M | Buy |
544,981
+258,642
| +90% | +$12.9M | 0.13% | 171 |
|
|
2025
Q3 | $14.3M | Buy |
286,339
+24,894
| +10% | +$1.23M | 0.07% | 293 |
|
|
2025
Q2 | $12.9M | Sell |
261,445
-213,568
| -45% | -$10.5M | 0.07% | 298 |
|
|
2025
Q1 | $23.4M | Buy |
475,013
+20,935
| +5% | +$1.02M | 0.14% | 151 |
|
|
2024
Q4 | $22.1M | Buy |
454,078
+221,157
| +95% | +$10.8M | 0.12% | 156 |
|
|
2024
Q3 | $11.5M | Buy |
232,921
+16,213
| +7% | +$794K | 0.07% | 272 |
|
|
2024
Q2 | $10.4M | Sell |
216,708
-76,368
| -26% | -$3.67M | 0.07% | 263 |
|
|
2024
Q1 | $14.1M | Sell |
293,076
-5,132
| -2% | -$247K | 0.1% | 183 |
|
|
2023
Q4 | $14.4M | Buy |
298,208
+44,412
| +17% | +$2.11M | 0.11% | 172 |
|
|
2023
Q3 | $12M | Sell |
253,796
-60,591
| -19% | -$2.88M | 0.11% | 179 |
|
|
2023
Q2 | $15M | Sell |
314,387
-104,209
| -25% | -$4.99M | 0.13% | 155 |
|
|
2023
Q1 | $20M | Sell |
418,596
-187,795
| -31% | -$8.99M | 0.19% | 111 |
|
|
2022
Q4 | $291K | Buy |
606,391
+111,910
| +23% | +$5.29M | 0.01% | 761 |
|
|
2022
Q3 | $23.4M | Buy |
494,481
+225,417
| +84% | +$10.9M | 0.27% | 81 |
|
|
2022
Q2 | $13M | Sell |
269,064
-96,558
| -26% | -$4.69M | 0.12% | 177 |
|
|
2022
Q1 | $17.9M | Sell |
365,622
-44,694
| -11% | -$2.21M | 0.14% | 149 |
|
|
2021
Q4 | $20.5M | Sell |
410,316
-47,216
| -10% | -$2.37M | 0.15% | 133 |
|
|
2021
Q3 | $23.1M | Sell |
457,532
-165,368
| -27% | -$8.39M | 0.15% | 141 |
|
|
2021
Q2 | $31.7M | Buy |
622,900
+112,087
| +22% | +$5.72M | 0.28% | 69 |
|
|
2021
Q1 | $26.1M | Buy |
510,813
+132,948
| +35% | +$6.83M | 0.25% | 80 |
|
|
2020
Q4 | $19.4M | Buy |
377,865
+88,923
| +31% | +$4.59M | 0.2% | 95 |
|
|
2020
Q3 | $14.9M | Buy |
288,942
+77,027
| +36% | +$3.99M | 0.19% | 109 |
|
|
2020
Q2 | $11M | Buy |
211,915
+22,640
| +12% | +$1.17M | 0.15% | 140 |
|
|
2020
Q1 | $9.65M | Sell |
189,275
-15,023
| -7% | -$780K | 0.18% | 131 |
|
|
2019
Q4 | $10.6M | Buy |
204,298
+70,080
| +52% | +$3.64M | 0.16% | 141 |
|
|
2019
Q3 | $6.98M | Buy |
134,218
+27,393
| +26% | +$1.42M | 0.11% | 200 |
|
|
2019
Q2 | $5.52M | Buy |
106,825
+17,354
| +19% | +$893K | 0.1% | 229 |
|
|
2019
Q1 | $4.59M | Buy |
89,471
+27,541
| +44% | +$1.41M | 0.09% | 235 |
|
|
2018
Q4 | $3.16M | Buy |
61,930
+45,272
| +272% | +$2.31M | 0.08% | 267 |
|
|
2018
Q3 | $849K | Buy |
16,658
+6,145
| +58% | +$314K | 0.02% | 756 |
|
|
2018
Q2 | $538K | Buy |
10,513
+6,037
| +135% | +$309K | 0.01% | 725 |
|
|
2018
Q1 | $230K | Sell |
4,476
-2,835
| -39% | -$146K | 0.01% | 994 |
|
|
2017
Q4 | $378K | Sell |
7,311
-3,917
| -35% | -$203K | 0.02% | 791 |
|
|
2017
Q3 | $584K | Sell |
11,228
-6,888
| -38% | -$359K | 0.01% | 830 |
|
|
2017
Q2 | $946K | Buy |
18,116
+5,370
| +42% | +$280K | 0.03% | 558 |
|
|
2017
Q1 | $666K | Buy |
12,746
+4,824
| +61% | +$252K | 0.02% | 686 |
|
|
2016
Q4 | $414K | Buy |
+7,922
| New | +$416K | 0.01% | 801 |
|
Other funds holding LMBS
Private Advisor Group's LMBS Position: Q2 2026 in Review
Private Advisor Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.6% in Q2 2026, selling an estimated $758K and leaving 569,240 shares worth $28.3M. The position accounts for 0.13% of the portfolio, ranked #168.
Private Advisor Group first reported a position in LMBS in Q4 2016 and has held it in 39 quarters since. The position peaked at $31.7M in Q2 2021. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Private Advisor Group held 569,240 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $28.3M as of Q2 2026.
- Private Advisor Group sold 15,207 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $758K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.13% of Private Advisor Group's portfolio in Q2 2026, its #168 holding.
- Private Advisor Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2016 and has held it in 39 quarters since.
- Private Advisor Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $31.7M 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 Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.