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

Accurate Wealth Management’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	$574K	Buy	11,788 +3,873	+49%	+$191K	0.05%	348
2026 Q2	$393K	Buy	+7,915	New	+$395K	0.04%	400

Other funds holding LMBS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Accurate Wealth Management's LMBS Position: Q3 2026 in Review

Accurate Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 49% in Q3 2026, buying an estimated $191K and bringing the position to 11,788 shares worth $574K. The position accounts for 0.05% of the portfolio, ranked #348.

Accurate Wealth Management first reported a position in LMBS in Q2 2026 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Accurate Wealth Management held 11,788 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $574K as of Q3 2026.
Accurate Wealth Management bought 3,873 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $191K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Accurate Wealth Management's portfolio in Q3 2026, its #348 holding.
Accurate Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2026 and has held it in 2 quarters since.
298 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 Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.