Traction Financial Partners’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
$2.32M Buy
46,660
+2,733
+6% +$136K 1.23% 14
2026
Q1
$2.19M Sell
43,927
-3,901
-8% -$196K 1.35% 14
2025
Q4
$2.39M Buy
47,828
+6,060
+15% +$303K 1.42% 15
2025
Q3
$2.08M Buy
41,768
+1,213
+3% +$60K 1.28% 14
2025
Q2
$2M Buy
40,555
+6,283
+18% +$308K 1.35% 14
2025
Q1
$1.68M Sell
34,272
-2,115
-6% -$103K 1.32% 14
2024
Q4
$1.77M Buy
36,387
+1,784
+5% +$87.1K 1.38% 14
2024
Q3
$1.71M Sell
34,603
-1,314
-4% -$64.3K 1.34% 14
2024
Q2
$1.76M Buy
35,917
+1,186
+3% +$56.9K 1.28% 14
2024
Q1
$1.67M Buy
34,731
+3,085
+10% +$149K 1.3% 15
2023
Q4
$1.53M Buy
+31,646
New +$1.5M 1.03% 18

Other funds holding LMBS

Traction Financial Partners's LMBS Position: Q2 2026 in Review

Traction Financial Partners increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6.2% in Q2 2026, buying an estimated $136K and bringing the position to 46,660 shares worth $2.32M. The position accounts for 1.23% of the portfolio, ranked #14.

Traction Financial Partners first reported a position in LMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.39M in Q4 2025. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Traction Financial Partners held 46,660 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.32M as of Q2 2026.
  • Traction Financial Partners bought 2,733 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $136K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.23% of Traction Financial Partners's portfolio in Q2 2026, its #14 holding.
  • Traction Financial Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
  • Traction Financial Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.39M in Q4 2025.
  • 455 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 Traction Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.