Valley Financial Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Valley Financial Group’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	$640K	Buy	12,851 +34	+0.3%	+$1.7K	0.32%	30
2026 Q1	$638K	Buy	12,817 +660	+5%	+$33.1K	0.34%	30
2025 Q4	$608K	Sell	12,157 -1,167	-9%	-$58.3K	0.34%	31
2025 Q3	$663K	Buy	13,324 +246	+2%	+$12.2K	0.38%	31
2025 Q2	$644K	Buy	13,078 +541	+4%	+$26.5K	0.39%	31
2025 Q1	$616K	Buy	12,537 +713	+6%	+$34.8K	0.41%	30
2024 Q4	$575K	Buy	11,824 +81	+0.7%	+$3.96K	0.4%	30
2024 Q3	$580K	Hold	11,743	–	–	0.41%	33
2024 Q2	$564K	Hold	11,743	–	–	0.41%	31
2024 Q1	$567K	Hold	11,743	–	–	0.43%	31
2023 Q4	$567K	Buy	+11,743	New	+$557K	0.44%	30

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

Valley Financial Group's LMBS Position: Q2 2026 in Review

Valley Financial Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.27% in Q2 2026, buying an estimated $1.7K and bringing the position to 12,851 shares worth $640K. The position accounts for 0.32% of the portfolio, ranked #30.

Valley Financial Group first reported a position in LMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $663K in Q3 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Valley Financial Group held 12,851 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $640K as of Q2 2026.
Valley Financial Group bought 34 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.7K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.32% of Valley Financial Group's portfolio in Q2 2026, its #30 holding.
Valley Financial Group 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.
Valley Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $663K in Q3 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 Valley Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.