TFB Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

TFB Advisors’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	$284K	Sell	5,713 -395	-6%	-$19.7K	0.13%	160
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

TFB Advisors's LMBS Position: Q2 2026 in Review

TFB Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6.5% in Q2 2026, selling an estimated $19.7K and leaving 5,713 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #160.

TFB Advisors first reported a position in LMBS in Q3 2023 and has held it in 12 quarters since. The position peaked at $973K in Q2 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

TFB Advisors held 5,713 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $284K as of Q2 2026.
TFB Advisors sold 395 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $19.7K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.13% of TFB Advisors's portfolio in Q2 2026, its #160 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 12 quarters since.
TFB Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $973K in Q2 2025.
457 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 TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.