Tucker Asset Management’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
$79.8K Sell
1,604
-6
-0.4% -$299 0.02% 233
2026
Q1
$80.2K Sell
1,610
-1,765
-52% -$88.5K 0.02% 201
2025
Q4
$169K Buy
3,375
+66
+2% +$3.3K 0.05% 135
2025
Q3
$165K Sell
3,309
-623
-16% -$30.8K 0.05% 125
2025
Q2
$194K Buy
3,932
+991
+34% +$48.5K 0.06% 110
2025
Q1
$145K Buy
2,941
+149
+5% +$7.28K 0.05% 119
2024
Q4
$136K Buy
2,792
+884
+46% +$43.2K 0.01% 195
2024
Q3
$94.3K Sell
1,908
-339
-15% -$16.6K 0.02% 232
2024
Q2
$108K Buy
2,247
+463
+26% +$22.2K 0.02% 249
2024
Q1
$86.1K Buy
1,784
+685
+62% +$33K 0.02% 315
2023
Q4
$53.1K Sell
1,099
-118
-10% -$5.59K 0.01% 329
2023
Q3
$57.5K Sell
1,217
-87
-7% -$4.14K 0.02% 300
2023
Q2
$62.2K Sell
1,304
-985
-43% -$47.2K 0.02% 230
2023
Q1
$110K Sell
2,289
-84
-4% -$4.02K 0.03% 136
2022
Q4
$113K Hold
2,373
0.04% 91
2022
Q3
$111K Buy
2,373
+578
+32% +$27.9K 0.04% 73
2022
Q2
$86.7K Sell
1,795
-570
-24% -$27.7K 0.03% 57
2022
Q1
$116K Sell
2,365
-362
-13% -$17.9K 0.04% 38
2021
Q4
$136K Buy
2,727
+324
+13% +$16.3K 0.04% 34
2021
Q3
$121K Sell
2,403
-594
-20% -$30.1K 0.04% 36
2021
Q2
$153K Buy
2,997
+1,336
+80% +$68.2K 0.07% 22
2021
Q1
$84.8K Buy
1,661
+74
+5% +$3.8K 0.04% 49
2020
Q4
$81.7K Buy
+1,587
New +$81.8K 0.05% 42

Other funds holding LMBS

Tucker Asset Management's LMBS Position: Q2 2026 in Review

Tucker Asset Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.37% in Q2 2026, selling an estimated $299 and leaving 1,604 shares worth $79.8K. The position accounts for 0.02% of the portfolio, ranked #233.

Tucker Asset Management first reported a position in LMBS in Q4 2020 and has held it in 23 quarters since. The position peaked at $194K in Q2 2025. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Tucker Asset Management held 1,604 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $79.8K as of Q2 2026.
  • Tucker Asset Management sold 6 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $299.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Tucker Asset Management's portfolio in Q2 2026, its #233 holding.
  • Tucker Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and has held it in 23 quarters since.
  • Tucker Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $194K in Q2 2025.
  • 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 Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.