Private Trust Company’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 Trust Company's LMBS Position: Q2 2026 in Review
Private Trust Company reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4.8% in Q2 2026, selling an estimated $42.2K and leaving 16,645 shares worth $829K. The position accounts for 0.07% of the portfolio, ranked #327.
Private Trust Company first reported a position in LMBS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.33M in Q2 2024. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Private Trust Company held 16,645 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $829K as of Q2 2026.
- Private Trust Company sold 846 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $42.2K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.07% of Private Trust Company's portfolio in Q2 2026, its #327 holding.
- Private Trust Company first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2022 and has held it in 17 quarters since.
- Private Trust Company's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.33M in Q2 2024.
- 453 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 Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.