Realta Investment Advisors’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
$500K Buy
10,040
+10,039
+1,003,900% +$501K 0.16% 136
2026
Q1
$74 Hold
1
– – ﹤0.01% 358
2025
Q4
$74 Hold
1
– – ﹤0.01% 339
2025
Q3
$74 Buy
+1
New +$49 ﹤0.01% 326
2025
Q2
– Sell
-5,582
Closed -$274K – 321
2025
Q1
$274K Buy
5,582
+5,574
+69,675% +$272K 0.13% 145
2024
Q4
$389 Buy
+8
New +$391 ﹤0.01% 331
2024
Q3
– Sell
-341
Closed -$16.4K – 596
2024
Q2
$16.4K Sell
341
-795
-70% -$38.2K ﹤0.01% 639
2024
Q1
$54.8K Buy
+1,136
New +$54.8K 0.01% 548
2023
Q4
– Sell
-2,828
Closed -$135K – 651
2023
Q3
$135K Hold
2,828
– – 0.03% 430
2023
Q2
$135K Buy
+2,828
New +$136K 0.03% 453
2023
Q1
– Sell
-2,828
Closed -$134K – 667
2022
Q4
$134K Hold
2,828
– – 0.03% 448
2022
Q3
$134K Buy
+2,828
New +$136K 0.04% 413

Other funds holding LMBS

Realta Investment Advisors's LMBS Position: Q2 2026 in Review

Realta Investment Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1,003,900% in Q2 2026, buying an estimated $501K and bringing the position to 10,040 shares worth $500K. The position accounts for 0.16% of the portfolio, ranked #136.

Realta Investment Advisors first reported a position in LMBS in Q3 2022 and has held it in 12 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Realta Investment Advisors held 10,040 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $500K as of Q2 2026.
  • Realta Investment Advisors bought 10,039 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $501K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.16% of Realta Investment Advisors's portfolio in Q2 2026, its #136 holding.
  • Realta Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2022 and has held it in 12 quarters since.
  • 457 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 Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.