Stephens Inc’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 | $8.12M | Buy |
163,049
+306
| +0.2% | +$15.3K | 0.09% | 214 |
|
|
2026
Q1 | $8.11M | Sell |
162,743
-195,848
| -55% | -$9.82M | 0.1% | 199 |
|
|
2025
Q4 | $17.9M | Buy |
358,591
+9,555
| +3% | +$478K | 0.22% | 103 |
|
|
2025
Q3 | $17.4M | Buy |
349,036
+4,564
| +1% | +$226K | 0.22% | 104 |
|
|
2025
Q2 | $17M | Sell |
344,472
-27,077
| -7% | -$1.33M | 0.23% | 103 |
|
|
2025
Q1 | $18.3M | Sell |
371,549
-27,504
| -7% | -$1.34M | 0.27% | 89 |
|
|
2024
Q4 | $19.4M | Sell |
399,053
-41,364
| -9% | -$2.02M | 0.27% | 84 |
|
|
2024
Q3 | $21.8M | Buy |
440,417
+45,626
| +12% | +$2.23M | 0.31% | 79 |
|
|
2024
Q2 | $19M | Sell |
394,791
-13,211
| -3% | -$634K | 0.29% | 81 |
|
|
2024
Q1 | $19.7M | Sell |
408,002
-3,373
| -0.8% | -$163K | 0.31% | 79 |
|
|
2023
Q4 | $19.9M | Buy |
411,375
+9,214
| +2% | +$437K | 0.34% | 74 |
|
|
2023
Q3 | $19M | Sell |
402,161
-14,146
| -3% | -$673K | 0.36% | 71 |
|
|
2023
Q2 | $19.8M | Sell |
416,307
-387,017
| -48% | -$18.6M | 0.36% | 72 |
|
|
2023
Q1 | $38.5M | Buy |
803,324
+510,529
| +174% | +$24.4M | 0.74% | 21 |
|
|
2022
Q4 | $13.9M | Sell |
292,795
-79,566
| -21% | -$3.76M | 0.28% | 86 |
|
|
2022
Q3 | $17.6M | Sell |
372,361
-82,593
| -18% | -$3.98M | 0.38% | 64 |
|
|
2022
Q2 | $22M | Buy |
454,954
+10,093
| +2% | +$490K | 0.44% | 54 |
|
|
2022
Q1 | $21.8M | Buy |
444,861
+126,999
| +40% | +$6.29M | 0.36% | 68 |
|
|
2021
Q4 | $15.9M | Buy |
317,862
+241,323
| +315% | +$12.1M | 0.24% | 96 |
|
|
2021
Q3 | $3.87M | Sell |
76,539
-60,798
| -44% | -$3.09M | 0.06% | 325 |
|
|
2021
Q2 | $6.99M | Buy |
137,337
+43,056
| +46% | +$2.2M | 0.1% | 206 |
|
|
2021
Q1 | $4.81M | Buy |
94,281
+1,136
| +1% | +$58.4K | 0.08% | 252 |
|
|
2020
Q4 | $4.79M | Sell |
93,145
-20,615
| -18% | -$1.06M | 0.09% | 244 |
|
|
2020
Q3 | $5.88M | Buy |
113,760
+72,005
| +172% | +$3.73M | 0.12% | 173 |
|
|
2020
Q2 | $2.16M | Buy |
41,755
+665
| +2% | +$34.3K | 0.05% | 362 |
|
|
2020
Q1 | $2.1M | Buy |
41,090
+28,878
| +236% | +$1.5M | 0.06% | 337 |
|
|
2019
Q4 | $633K | Buy |
12,212
+2,287
| +23% | +$119K | 0.01% | 666 |
|
|
2019
Q3 | $516K | Hold |
9,925
| – | – | 0.01% | 746 |
|
|
2019
Q2 | $513K | Hold |
9,925
| – | – | 0.01% | 750 |
|
|
2019
Q1 | $509K | Sell |
9,925
-925
| -9% | -$47.3K | 0.01% | 756 |
|
|
2018
Q4 | $554K | Sell |
10,850
-140
| -1% | -$7.13K | 0.02% | 674 |
|
|
2018
Q3 | $560K | Sell |
10,990
-1,891
| -15% | -$96.7K | 0.01% | 751 |
|
|
2018
Q2 | $659K | Sell |
12,881
-2,611
| -17% | -$134K | 0.02% | 555 |
|
|
2018
Q1 | $796K | Sell |
15,492
-2,600
| -14% | -$134K | 0.03% | 442 |
|
|
2017
Q4 | $934K | Sell |
18,092
-2,551
| -12% | -$132K | 0.03% | 383 |
|
|
2017
Q3 | $1.07M | Buy |
20,643
+1,224
| +6% | +$63.8K | 0.04% | 366 |
|
|
2017
Q2 | $1.01M | Buy |
19,419
+9,684
| +99% | +$505K | 0.03% | 431 |
|
|
2017
Q1 | $507K | Buy |
9,735
+2,600
| +36% | +$136K | 0.02% | 548 |
|
|
2016
Q4 | $372K | Buy |
+7,135
| New | +$375K | 0.02% | 558 |
|
Other funds holding LMBS
Stephens Inc's LMBS Position: Q2 2026 in Review
Stephens Inc increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.19% in Q2 2026, buying an estimated $15.3K and bringing the position to 163,049 shares worth $8.12M. The position accounts for 0.09% of the portfolio, ranked #214.
Stephens Inc first reported a position in LMBS in Q4 2016 and has held it in 39 quarters since. The position peaked at $38.5M in Q1 2023. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Stephens Inc held 163,049 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $8.12M as of Q2 2026.
- Stephens Inc bought 306 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $15.3K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.09% of Stephens Inc's portfolio in Q2 2026, its #214 holding.
- Stephens Inc first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2016 and has held it in 39 quarters since.
- Stephens Inc's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $38.5M in Q1 2023.
- 456 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 Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.