TFB Advisors’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
$304K Sell
6,108
-7,397
-55% -$371K 0.16% 146
2025
Q4
$675K Buy
13,505
+63
+0.5% +$3.15K 0.19% 133
2025
Q3
$673K Sell
13,442
-6,303
-32% -$312K 0.2% 128
2025
Q2
$973K Buy
19,745
+1,944
+11% +$95.2K 0.25% 91
2025
Q1
$875K Buy
17,801
+2,224
+14% +$109K 0.25% 92
2024
Q4
$758K Buy
15,577
+2,270
+17% +$111K 0.22% 103
2024
Q3
$657K Buy
13,307
+1,613
+14% +$79K 0.2% 116
2024
Q2
$562K Sell
11,694
-683
-6% -$32.8K 0.18% 120
2024
Q1
$590K Buy
12,377
+6,726
+119% +$324K 0.21% 108
2023
Q4
$273K Sell
5,651
-2,995
-35% -$142K 0.14% 133
2023
Q3
$408K Buy
+8,646
New +$411K 0.5% 59

Other funds holding LMBS

TFB Advisors's LMBS Position: Q1 2026 in Review

TFB Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 55% in Q1 2026, selling an estimated $371K and leaving 6,108 shares worth $304K. The position accounts for 0.16% of the portfolio, ranked #146.

TFB Advisors first reported a position in LMBS in Q3 2023 and has held it in 11 quarters since. The position peaked at $973K in Q2 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • TFB Advisors held 6,108 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $304K as of Q1 2026.
  • TFB Advisors sold 7,397 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $371K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.16% of TFB Advisors's portfolio in Q1 2026, its #146 holding.
  • TFB Advisors 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 11 quarters since.
  • TFB Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $973K in Q2 2025.
  • 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 TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.