Rossby Financial’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
Q1
$295K Buy
5,920
+335
+6% +$16.8K 0.06% 285
2025
Q4
$279K Buy
5,585
+48
+0.9% +$2.4K 0.09% 213
2025
Q3
$276K Buy
5,537
+3,759
+211% +$186K 0.09% 220
2025
Q2
$87.6K Buy
1,778
+5
+0.3% +$245 0.03% 390
2025
Q1
$86.7K Buy
+1,773
New +$86.6K 0.04% 372

Other funds holding LMBS

Rossby Financial's LMBS Position: Q1 2026 in Review

Rossby Financial increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6% in Q1 2026, buying an estimated $16.8K and bringing the position to 5,920 shares worth $295K. The position accounts for 0.06% of the portfolio, ranked #285.

Rossby Financial first reported a position in LMBS in Q1 2025 and has held it in 5 quarters since. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Rossby Financial held 5,920 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $295K as of Q1 2026.
  • Rossby Financial bought 335 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $16.8K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Rossby Financial's portfolio in Q1 2026, its #285 holding.
  • Rossby Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2025 and has held it in 5 quarters since.
  • 440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.