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

Summit Financial’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	$6.58M	Buy	132,127 +13,103	+11%	+$654K	0.07%	274
2026 Q1	$5.93M	Buy	119,024 +231	+0.2%	+$11.6K	0.08%	270
2025 Q4	$5.94M	Sell	118,793 -3,594	-3%	-$180K	0.09%	229
2025 Q3	$6.09M	Buy	122,387 +573	+0.5%	+$28.4K	0.09%	213
2025 Q2	$6M	Sell	121,814 -49,276	-29%	-$2.41M	0.14%	135
2025 Q1	$8.41M	Buy	171,090 +143,845	+528%	+$7.03M	0.24%	77
2024 Q4	$1.33M	Buy	27,245 +4,950	+22%	+$242K	0.05%	267
2024 Q3	$1.1M	Buy	+22,295	New	+$1.09M	0.04%	241

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

Summit Financial's LMBS Position: Q2 2026 in Review

Summit Financial increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 11% in Q2 2026, buying an estimated $654K and bringing the position to 132,127 shares worth $6.58M. The position accounts for 0.07% of the portfolio, ranked #274.

Summit Financial first reported a position in LMBS in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.41M in Q1 2025. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Summit Financial held 132,127 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $6.58M as of Q2 2026.
Summit Financial bought 13,103 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $654K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.07% of Summit Financial's portfolio in Q2 2026, its #274 holding.
Summit Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2024 and has held it in 8 quarters since.
Summit Financial's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $8.41M in Q1 2025.
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 Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.