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

Team Financial Group’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 		$1.58M Buy
31,728
+1,343
+4% +$67K 0.67% 18
2026
Q1 		$1.51M Buy
30,385
+5,884
+24% +$295K 0.69% 18
2025
Q4 		$1.22M Buy
24,501
+2,874
+13% +$144K 0.56% 17
2025
Q3 		$1.08M Buy
21,627
+1,219
+6% +$60.3K 0.5% 16
2025
Q2 		$1.01M Buy
20,408
+7,231
+55% +$354K 0.49% 16
2025
Q1 		$648K Buy
13,177
+5,206
+65% +$254K 0.37% 20
2024
Q4 		$388K Buy
7,971
+3,735
+88% +$182K 0.22% 28
2024
Q3 		$209K Buy
+4,236
New +$207K 0.12% 36
2024
Q1 		– Sell
-224
Closed -$10.8K – 134
2023
Q4 		$10.8K Buy
224
+3
+1% +$142 0.01% 113
2023
Q3 		$10.5K Buy
+221
New +$10.5K 0.01% 115

Other funds holding LMBS

AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

Team Financial Group's LMBS Position: Q2 2026 in Review

Team Financial Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4.4% in Q2 2026, buying an estimated $67K and bringing the position to 31,728 shares worth $1.58M. The position accounts for 0.67% of the portfolio, ranked #18.

Team Financial Group first reported a position in LMBS in Q3 2023 and has held it in 10 quarters since. 147 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Team Financial Group held 31,728 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.58M as of Q2 2026.
  • Team Financial Group bought 1,343 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $67K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.67% of Team Financial Group's portfolio in Q2 2026, its #18 holding.
  • Team Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2023 and has held it in 10 quarters since.
  • 147 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 Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.