Stifel 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
Q2 | $33.8M | Sell |
678,374
-28,517
| -4% | -$1.42M | 0.03% | 493 |
|
|
2026
Q1 | $35.2M | Sell |
706,891
-27,608
| -4% | -$1.38M | 0.03% | 446 |
|
|
2025
Q4 | $36.7M | Buy |
734,499
+24,572
| +3% | +$1.23M | 0.03% | 437 |
|
|
2025
Q3 | $35.3M | Buy |
709,927
+160,172
| +29% | +$7.93M | 0.03% | 445 |
|
|
2025
Q2 | $27.1M | Sell |
549,755
-83,437
| -13% | -$4.08M | 0.03% | 494 |
|
|
2025
Q1 | $31.1M | Buy |
633,192
+32,429
| +5% | +$1.58M | 0.03% | 433 |
|
|
2024
Q4 | $29.2M | Sell |
600,763
-3,966
| -0.7% | -$194K | 0.03% | 447 |
|
|
2024
Q3 | $29.9M | Sell |
604,729
-262,455
| -30% | -$12.8M | 0.03% | 440 |
|
|
2024
Q2 | $41.7M | Sell |
867,184
-110,312
| -11% | -$5.3M | 0.05% | 340 |
|
|
2024
Q1 | $47.2M | Sell |
977,496
-22,690
| -2% | -$1.09M | 0.05% | 318 |
|
|
2023
Q4 | $48.3M | Sell |
1,000,186
-152,029
| -13% | -$7.21M | 0.06% | 292 |
|
|
2023
Q3 | $54.4M | Buy |
1,152,215
+37,604
| +3% | +$1.79M | 0.08% | 252 |
|
|
2023
Q2 | $53.1M | Sell |
1,114,611
-18,166
| -2% | -$871K | 0.07% | 253 |
|
|
2023
Q1 | $54.2M | Buy |
1,132,777
+11,808
| +1% | +$565K | 0.08% | 248 |
|
|
2022
Q4 | $53.1M | Sell |
1,120,969
-116,293
| -9% | -$5.5M | 0.08% | 240 |
|
|
2022
Q3 | $58.6M | Buy |
1,237,262
+151,416
| +14% | +$7.31M | 0.1% | 214 |
|
|
2022
Q2 | $52.4M | Sell |
1,085,846
-82,427
| -7% | -$4M | 0.08% | 238 |
|
|
2022
Q1 | $57.2M | Buy |
1,168,273
+191,503
| +20% | +$9.48M | 0.08% | 239 |
|
|
2021
Q4 | $48.8M | Buy |
976,770
+6,453
| +0.7% | +$324K | 0.06% | 256 |
|
|
2021
Q3 | $49.1M | Buy |
970,317
+109,225
| +13% | +$5.54M | 0.07% | 252 |
|
|
2021
Q2 | $43.8M | Sell |
861,092
-2,540
| -0.3% | -$130K | 0.07% | 263 |
|
|
2021
Q1 | $44.1M | Buy |
863,632
+135,074
| +19% | +$6.94M | 0.07% | 252 |
|
|
2020
Q4 | $37.5M | Sell |
728,558
-15,759
| -2% | -$813K | 0.07% | 262 |
|
|
2020
Q3 | $38.5M | Buy |
744,317
+60,777
| +9% | +$3.14M | 0.08% | 231 |
|
|
2020
Q2 | $35.3M | Buy |
683,540
+66,426
| +11% | +$3.43M | 0.08% | 225 |
|
|
2020
Q1 | $31.5M | Buy |
617,114
+124,827
| +25% | +$6.48M | 0.09% | 220 |
|
|
2019
Q4 | $25.5M | Buy |
492,287
+19,189
| +4% | +$996K | 0.05% | 304 |
|
|
2019
Q3 | $24.6M | Buy |
473,098
+16,479
| +4% | +$855K | 0.06% | 273 |
|
|
2019
Q2 | $23.6M | Buy |
456,619
+93,956
| +26% | +$4.83M | 0.06% | 283 |
|
|
2019
Q1 | $18.6M | Buy |
362,663
+19,806
| +6% | +$1.01M | 0.05% | 336 |
|
|
2018
Q4 | $17.5M | Buy |
342,857
+37,868
| +12% | +$1.93M | 0.06% | 316 |
|
|
2018
Q3 | $15.5M | Buy |
304,989
+132,293
| +77% | +$6.76M | 0.04% | 370 |
|
|
2018
Q2 | $8.84M | Buy |
172,696
+8,622
| +5% | +$442K | 0.03% | 589 |
|
|
2018
Q1 | $8.44M | Buy |
164,074
+38,602
| +31% | +$1.99M | 0.03% | 595 |
|
|
2017
Q4 | $6.48M | Buy |
125,472
+20,500
| +20% | +$1.06M | 0.02% | 673 |
|
|
2017
Q3 | $5.47M | Buy |
104,972
+14,889
| +17% | +$776K | 0.02% | 696 |
|
|
2017
Q2 | $4.7M | Buy |
90,083
+9,819
| +12% | +$512K | 0.02% | 737 |
|
|
2017
Q1 | $4.18M | Sell |
80,264
-3,067
| -4% | -$160K | 0.02% | 772 |
|
|
2016
Q4 | $4.35M | Buy |
83,331
+70,055
| +528% | +$3.68M | 0.02% | 710 |
|
|
2016
Q3 | $696K | Buy |
+13,276
| New | +$692K | ﹤0.01% | 1526 |
|
Other funds holding LMBS
Stifel Financial's LMBS Position: Q2 2026 in Review
Stifel Financial reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4% in Q2 2026, selling an estimated $1.42M and leaving 678,374 shares worth $33.8M. The position accounts for 0.03% of the portfolio, ranked #493.
Stifel Financial first reported a position in LMBS in Q3 2016 and has held it in 40 quarters since. The position peaked at $58.6M in Q3 2022. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Stifel Financial held 678,374 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $33.8M as of Q2 2026.
- Stifel Financial sold 28,517 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.42M.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Stifel Financial's portfolio in Q2 2026, its #493 holding.
- Stifel Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2016 and has held it in 40 quarters since.
- Stifel Financial's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $58.6M in Q3 2022.
- 455 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 Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.