StoneX Group’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
Q1 | – | Sell |
-29,976
| Closed | -$1.5M | – | 1108 |
|
|
2025
Q4 | $1.5M | Sell |
29,976
-2,103
| -7% | -$105K | 0.07% | 247 |
|
|
2025
Q3 | $1.6M | Buy |
32,079
+2,660
| +9% | +$132K | 0.07% | 239 |
|
|
2025
Q2 | $1.45M | Sell |
29,419
-1,968
| -6% | -$96.3K | 0.07% | 239 |
|
|
2025
Q1 | $1.54M | Buy |
31,387
+2,181
| +7% | +$107K | 0.08% | 211 |
|
|
2024
Q4 | $1.42M | Buy |
29,206
+1,214
| +4% | +$59.3K | 0.08% | 213 |
|
|
2024
Q3 | $1.38M | Sell |
27,992
-5,490
| -16% | -$269K | 0.1% | 165 |
|
|
2024
Q2 | $1.61M | Sell |
33,482
-12,876
| -28% | -$618K | 0.13% | 142 |
|
|
2024
Q1 | $2.24M | Sell |
46,358
-5,489
| -11% | -$265K | 0.2% | 100 |
|
|
2023
Q4 | $2.51M | Sell |
51,847
-1,277
| -2% | -$60.5K | 0.25% | 82 |
|
|
2023
Q3 | $2.51M | Sell |
53,124
-4,988
| -9% | -$237K | 0.27% | 80 |
|
|
2023
Q2 | $2.77M | Sell |
58,112
-4,085
| -7% | -$196K | 0.29% | 70 |
|
|
2023
Q1 | $2.98M | Buy |
62,197
+4,716
| +8% | +$226K | 0.33% | 58 |
|
|
2022
Q4 | $2.73M | Buy |
57,481
+137
| +0.2% | +$6.48K | 0.32% | 54 |
|
|
2022
Q3 | $2.72M | Sell |
57,344
-5,839
| -9% | -$282K | 0.37% | 50 |
|
|
2022
Q2 | $3.05M | Sell |
63,183
-5,227
| -8% | -$254K | 0.37% | 48 |
|
|
2022
Q1 | $3.35M | Buy |
68,410
+832
| +1% | +$41.2K | 0.27% | 74 |
|
|
2021
Q4 | $3.38M | Buy |
67,578
+12,906
| +24% | +$649K | 0.39% | 50 |
|
|
2021
Q3 | $2.77M | Sell |
54,672
-1,114
| -2% | -$56.5K | 0.4% | 51 |
|
|
2021
Q2 | $2.84M | Buy |
55,786
+31,707
| +132% | +$1.62M | 0.42% | 46 |
|
|
2021
Q1 | $1.23M | Buy |
24,079
+684
| +3% | +$35.1K | 0.22% | 88 |
|
|
2020
Q4 | $1.2M | Buy |
23,395
+2,125
| +10% | +$110K | 0.26% | 72 |
|
|
2020
Q3 | $1.1M | Sell |
21,270
-132
| -0.6% | -$6.83K | 0.35% | 60 |
|
|
2020
Q2 | $1.11M | Sell |
21,402
-4,951
| -19% | -$256K | 0.42% | 57 |
|
|
2020
Q1 | $1.34M | Sell |
26,353
-18,916
| -42% | -$982K | 0.71% | 29 |
|
|
2019
Q4 | $2.35M | Buy |
45,269
+20,658
| +84% | +$1.07M | 0.96% | 18 |
|
|
2019
Q3 | $1.28M | Buy |
24,611
+3,377
| +16% | +$175K | 0.8% | 28 |
|
|
2019
Q2 | $1.1M | Buy |
21,234
+10,414
| +96% | +$536K | 0.7% | 37 |
|
|
2019
Q1 | $555K | Buy |
10,820
+404
| +4% | +$20.7K | 0.42% | 82 |
|
|
2018
Q4 | $532K | Buy |
10,416
+1,004
| +11% | +$51.1K | 0.51% | 72 |
|
|
2018
Q3 | $480K | Buy |
9,412
+491
| +6% | +$25.1K | 0.36% | 92 |
|
|
2018
Q2 | $456K | Buy |
8,921
+899
| +11% | +$46.1K | 0.39% | 86 |
|
|
2018
Q1 | $412K | Buy |
8,022
+2,468
| +44% | +$127K | 0.39% | 90 |
|
|
2017
Q4 | $287K | Buy |
+5,554
| New | +$288K | 0.3% | 136 |
|
|
2017
Q3 | – | Sell |
-5,699
| Closed | -$297K | – | 269 |
|
|
2017
Q2 | $297K | Buy |
+5,699
| New | +$297K | 0.09% | 278 |
|
Other funds holding LMBS
StoneX Group's LMBS Position: Q1 2026 in Review
StoneX Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026, closing a stake of 29,976 shares — an estimated $1.5M sold.
StoneX Group first reported a position in LMBS in Q2 2017 and held it in 34 quarters. The position peaked at $3.38M in Q4 2021. 445 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.
- StoneX Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2026 after selling out during the quarter.
- StoneX Group sold 29,976 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $1.5M.
- StoneX Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2017 and held it in 34 quarters.
- StoneX Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.38M in Q4 2021.
- 445 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.
Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.