Rossby Financial’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Rossby Financial’s Portfolio LMBS Stock Details LMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$310K	Buy	6,395 +332	+5%	+$16.4K	0.05%	366
2026 Q2	$302K	Buy	6,063 +143	+2%	+$7.13K	0.06%	307
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Rossby Financial's LMBS Position: Q3 2026 in Review

Rossby Financial increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.5% in Q3 2026, buying an estimated $16.4K and bringing the position to 6,395 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #366.

Rossby Financial first reported a position in LMBS in Q1 2025 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Rossby Financial held 6,395 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $310K as of Q3 2026.
Rossby Financial bought 332 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $16.4K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Rossby Financial's portfolio in Q3 2026, its #366 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 7 quarters since.
320 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.