Sunbelt Securities’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
$11.1K Sell
223
-13
-6% -$652 ﹤0.01% 1471
2025
Q4
$11.8K Sell
236
-28
-11% -$1.4K ﹤0.01% 1402
2025
Q3
$13.1K Sell
264
-340
-56% -$16.8K ﹤0.01% 1379
2025
Q2
$29.4K Buy
604
+321
+113% +$15.7K ﹤0.01% 1069
2025
Q1
$13.9K Sell
283
-320
-53% -$15.6K ﹤0.01% 1198
2024
Q4
$29.3K Sell
603
-556
-48% -$27.2K ﹤0.01% 1068
2024
Q3
$57.2K Buy
1,159
+2
+0.2% +$98 0.01% 908
2024
Q2
$55.6K Sell
1,157
-293
-20% -$14.1K 0.01% 877
2024
Q1
$70K Buy
1,450
+7
+0.5% +$338 0.01% 797
2023
Q4
$69.7K Sell
1,443
-53
-4% -$2.51K 0.01% 751
2023
Q3
$70.7K Sell
1,496
-14
-0.9% -$666 0.01% 731
2023
Q2
$72K Sell
1,510
-13
-0.9% -$623 0.01% 717
2023
Q1
$72.8K Buy
+1,523
New +$72.9K 0.01% 659

Other funds holding LMBS

Sunbelt Securities's LMBS Position: Q1 2026 in Review

Sunbelt Securities reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.5% in Q1 2026, selling an estimated $652 and leaving 223 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Sunbelt Securities first reported a position in LMBS in Q1 2023 and has held it in 13 quarters since. The position peaked at $72.8K in Q1 2023. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Sunbelt Securities held 223 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $11.1K as of Q1 2026.
  • Sunbelt Securities sold 13 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $652.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1471 holding.
  • Sunbelt Securities first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $72.8K in Q1 2023.
  • 440 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 Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.