TD Capital Management’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
$17.2M Buy
346,384
+31,442
+10% +$1.57M 1.41% 19
2026
Q1
$15.7M Buy
314,942
+7,575
+2% +$380K 1.41% 18
2025
Q4
$15.4M Buy
307,367
+1,351
+0.4% +$67.5K 1.36% 18
2025
Q3
$15.2M Sell
306,016
-4,684
-2% -$232K 1.37% 18
2025
Q2
$15.3M Sell
310,700
-1,633
-0.5% -$79.9K 1.44% 17
2025
Q1
$15.4M Sell
312,333
-582
-0.2% -$28.4K 1.56% 16
2024
Q4
$15.2M Sell
312,915
-49,244
-14% -$2.41M 1.55% 15
2024
Q3
$17.9M Buy
362,159
+22,706
+7% +$1.11M 1.79% 14
2024
Q2
$16.3M Buy
339,453
+30,856
+10% +$1.48M 1.71% 15
2024
Q1
$14.9M Buy
308,597
+7,300
+2% +$352K 1.59% 18
2023
Q4
$14.6M Sell
301,297
-2,749
-0.9% -$130K 1.66% 17
2023
Q3
$14.4M Sell
304,046
-7,658
-2% -$364K 1.76% 19
2023
Q2
$14.9M Buy
311,704
+34,472
+12% +$1.65M 1.78% 17
2023
Q1
$13.3M Buy
277,232
+8,846
+3% +$423K 1.64% 20
2022
Q4
$12.7M Sell
268,386
-9,817
-4% -$464K 1.66% 18
2022
Q3
$13.2M Buy
278,203
+16,368
+6% +$790K 1.83% 18
2022
Q2
$12.6M Sell
261,835
-16,841
-6% -$818K 1.71% 17
2022
Q1
$13.6M Sell
278,676
-10,925
-4% -$541K 1.63% 16
2021
Q4
$14.5M Sell
289,601
-9,053
-3% -$455K 1.63% 17
2021
Q3
$15.1M Buy
298,654
+3,549
+1% +$180K 1.85% 17
2021
Q2
$15M Buy
295,105
+35,858
+14% +$1.83M 1.87% 17
2021
Q1
$13.2M Sell
259,247
-10,952
-4% -$563K 1.75% 17
2020
Q4
$13.9M Sell
270,199
-21,049
-7% -$1.09M 1.92% 17
2020
Q3
$15.1M Sell
291,248
-8,773
-3% -$454K 2.27% 16
2020
Q2
$15.5M Sell
300,021
-25,248
-8% -$1.3M 2.54% 14
2020
Q1
$16.6M Sell
325,269
-14,869
-4% -$772K 3.05% 12
2019
Q4
$17.6M Sell
340,138
-176,736
-34% -$9.17M 2.88% 10
2019
Q3
$26.9M Sell
516,874
-40,334
-7% -$2.09M 4.81% 8
2019
Q2
$28.8M Buy
557,208
+40,076
+8% +$2.06M 5.84% 6
2019
Q1
$26.5M Buy
517,132
+156,146
+43% +$7.99M 5.59% 7
2018
Q4
$18.4M Buy
360,986
+305,210
+547% +$15.5M 4.54% 8
2018
Q3
$2.84M Buy
+55,776
New +$2.85M 0.73% 23

Other funds holding LMBS

TD Capital Management's LMBS Position: Q2 2026 in Review

TD Capital Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 10% in Q2 2026, buying an estimated $1.57M and bringing the position to 346,384 shares worth $17.2M. The position accounts for 1.41% of the portfolio, ranked #19.

TD Capital Management first reported a position in LMBS in Q3 2018 and has held it in 32 quarters since. The position peaked at $28.8M in Q2 2019. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • TD Capital Management held 346,384 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $17.2M as of Q2 2026.
  • TD Capital Management bought 31,442 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.57M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.41% of TD Capital Management's portfolio in Q2 2026, its #19 holding.
  • TD Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2018 and has held it in 32 quarters since.
  • TD Capital Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $28.8M in Q2 2019.
  • 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 TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.