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

Smithfield Trust’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 Q2	$36K	Hold	725	–	–	﹤0.01%	668
2026 Q1	$36K	Hold	725	–	–	﹤0.01%	648
2025 Q4	$36K	Hold	725	–	–	﹤0.01%	642
2025 Q3	$36K	Hold	725	–	–	﹤0.01%	626
2025 Q2	$36K	Hold	725	–	–	﹤0.01%	608
2025 Q1	$36K	Hold	725	–	–	﹤0.01%	604
2024 Q4	$36K	Hold	725	–	–	﹤0.01%	615
2024 Q3	$36K	Hold	725	–	–	﹤0.01%	614
2024 Q2	$34K	Hold	725	–	–	﹤0.01%	597
2024 Q1	$35K	Hold	725	–	–	﹤0.01%	617
2023 Q4	$35K	Hold	725	–	–	﹤0.01%	608
2023 Q3	$34K	Hold	725	–	–	﹤0.01%	589
2023 Q2	$34K	Hold	725	–	–	﹤0.01%	609
2023 Q1	$34K	Hold	725	–	–	﹤0.01%	590
2022 Q4	$34K	Hold	725	–	–	﹤0.01%	568
2022 Q3	$34K	Buy	+725	New	+$35K	﹤0.01%	567

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Smithfield Trust's LMBS Position: Q2 2026 in Review

Smithfield Trust held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 725 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Smithfield Trust first reported a position in LMBS in Q3 2022 and has held it in 16 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Smithfield Trust held 725 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $36K as of Q2 2026.
Smithfield Trust left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Smithfield Trust's portfolio in Q2 2026, its #668 holding.
Smithfield Trust 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 16 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 Smithfield Trust's 13F filing for Q2 2026, filed 5 Aug 2026.