Southland Equity Partners’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
$697K Buy
14,008
+2,632
+23% +$131K 0.12% 131
2026
Q1
$567K Buy
+11,376
New +$570K 0.11% 131
2025
Q4
Sell
-5,671
Closed -$282K 259
2025
Q3
$282K Sell
5,671
-4,745
-46% -$235K 0.06% 194
2025
Q2
$513K Sell
10,416
-167
-2% -$8.18K 0.11% 127
2025
Q1
$520K Buy
10,583
+3,730
+54% +$182K 0.12% 120
2024
Q4
$334K Sell
6,853
-467
-6% -$22.8K 0.08% 161
2024
Q3
$362K Sell
7,320
-329
-4% -$16.1K 0.09% 152
2024
Q2
$368K Sell
7,649
-355
-4% -$17K 0.1% 126
2024
Q1
$386K Sell
8,004
-61
-0.8% -$2.94K 0.11% 128
2023
Q4
$390K Sell
8,065
-662
-8% -$31.4K 0.12% 114
2023
Q3
$412K Sell
8,727
-504
-5% -$24K 0.14% 104
2023
Q2
$440K Sell
9,231
-1,084
-11% -$52K 0.15% 93
2023
Q1
$494K Sell
10,315
-78
-0.8% -$3.73K 0.19% 85
2022
Q4
$493K Sell
10,393
-240
-2% -$11.3K 0.19% 79
2022
Q3
$503K Sell
10,633
-59
-0.6% -$2.85K 0.25% 70
2022
Q2
$516K Sell
10,692
-491
-4% -$23.9K 0.24% 77
2022
Q1
$547K Sell
11,183
-954
-8% -$47.2K 0.23% 75
2021
Q4
$607K Sell
12,137
-1,918
-14% -$96.4K 0.25% 70
2021
Q3
$711K Sell
14,055
-203
-1% -$10.3K 0.33% 60
2021
Q2
$726K Sell
14,258
-280
-2% -$14.3K 0.34% 60
2021
Q1
$742K Sell
14,538
-556
-4% -$28.6K 0.42% 49
2020
Q4
$777K Buy
+15,094
New +$778K 0.52% 43

Other funds holding LMBS

Southland Equity Partners's LMBS Position: Q2 2026 in Review

Southland Equity Partners increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 23% in Q2 2026, buying an estimated $131K and bringing the position to 14,008 shares worth $697K. The position accounts for 0.12% of the portfolio, ranked #131.

Southland Equity Partners first reported a position in LMBS in Q4 2020 and has held it in 22 quarters since. The position peaked at $777K in Q4 2020. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Southland Equity Partners held 14,008 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $697K as of Q2 2026.
  • Southland Equity Partners bought 2,632 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $131K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.12% of Southland Equity Partners's portfolio in Q2 2026, its #131 holding.
  • Southland Equity Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and has held it in 22 quarters since.
  • Southland Equity Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $777K in Q4 2020.
  • 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 Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.