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Superior Planning, LLC’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Superior Planning, LLC’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
Q3 		$1.45K Buy
+30
New +$1.48K ﹤0.01% 1664

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HighTower Advisors
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Commonwealth Equity Services
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Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Superior Planning, LLC's LMBS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2026: 30 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #1664 among its holdings.

363 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • Superior Planning, LLC held 30 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.45K as of Q3 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Superior Planning, LLC position in Q3 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1664 holding.
  • 363 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.