1776 Wealth’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

1776 Wealth’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 Q1	$382K	Hold	7,675	–	–	0.15%	99
2025 Q4	$384K	Hold	7,675	–	–	0.14%	100
2025 Q3	$382K	Sell	7,675 -2,082	-21%	-$103K	0.15%	98
2025 Q2	$481K	Sell	9,757 -1,850	-16%	-$90.6K	0.2%	92
2025 Q1	$571K	Sell	11,607 -1,950	-14%	-$95.3K	0.26%	74
2024 Q4	$660K	Hold	13,557	–	–	0.3%	64
2024 Q3	$670K	Hold	13,557	–	–	0.3%	63
2024 Q2	$651K	Hold	13,557	–	–	0.29%	65
2024 Q1	$654K	Hold	13,557	–	–	0.31%	62
2023 Q4	$655K	Hold	13,557	–	–	0.32%	54
2023 Q3	$640K	Sell	13,557 -1,515	-10%	-$72K	0.34%	53
2023 Q2	$718K	Hold	15,072	–	–	0.38%	46
2023 Q1	$721K	Hold	15,072	–	–	0.43%	40
2022 Q4	$715K	Hold	15,072	–	–	0.51%	38
2022 Q3	$714K	Hold	15,072	–	–	0.54%	35
2022 Q2	$728K	Hold	15,072	–	–	0.51%	36
2022 Q1	$738K	Hold	15,072	–	–	0.43%	38
2021 Q4	$753K	Hold	15,072	–	–	0.4%	43
2021 Q3	$762K	Sell	15,072 -2,387	-14%	-$121K	0.43%	41
2021 Q2	$889K	Buy	17,459 +3,800	+28%	+$194K	0.5%	39
2021 Q1	$697K	Buy	13,659 +387	+3%	+$19.9K	0.44%	39
2020 Q4	$683K	Buy	13,272 +3,875	+41%	+$200K	0.43%	42
2020 Q3	$485K	Hold	9,397	–	–	0.35%	46
2020 Q2	$485K	Sell	9,397 -9,233	-50%	-$477K	0.33%	45
2020 Q1	$957K	Buy	18,630 +9,315	+100%	+$484K	0.4%	38
2019 Q4	$482K	Buy	+9,315	New	+$483K	0.41%	40

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

1776 Wealth's LMBS Position: Q1 2026 in Review

1776 Wealth held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q1 2026 at 7,675 shares worth $382K. The position accounts for 0.15% of the portfolio, ranked #99.

1776 Wealth first reported a position in LMBS in Q4 2019 and has held it in 26 quarters since. The position peaked at $957K in Q1 2020. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

1776 Wealth held 7,675 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $382K as of Q1 2026.
1776 Wealth left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q1 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.15% of 1776 Wealth's portfolio in Q1 2026, its #99 holding.
1776 Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and has held it in 26 quarters since.
1776 Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $957K in Q1 2020.
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 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.