Team Financial Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
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. 456 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.
- 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 Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.