Private Client Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Private Client Services's LMBS Position: Q2 2026 in Review
Private Client Services reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7% in Q2 2026, selling an estimated $21.4K and leaving 5,728 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #181.
Private Client Services first reported a position in LMBS in Q3 2024 and has held it in 8 quarters since. The position peaked at $385K in Q4 2024. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Private Client Services held 5,728 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $285K as of Q2 2026.
- Private Client Services sold 429 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $21.4K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.07% of Private Client Services's portfolio in Q2 2026, its #181 holding.
- Private Client Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2024 and has held it in 8 quarters since.
- Private Client Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $385K in Q4 2024.
- 455 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 Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.