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

Acorn Wealth Advisors’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	$1.42M	Buy	28,495 +3,630	+15%	+$182K	0.41%	56
2025 Q4	$1.24M	Buy	24,865 +7,237	+41%	+$362K	0.37%	63
2025 Q3	$878K	Buy	17,628 +8,576	+95%	+$424K	0.28%	83
2025 Q2	$446K	Sell	9,052 -403	-4%	-$19.7K	0.17%	129
2025 Q1	$465K	Sell	9,455 -42	-0.4%	-$2.05K	0.19%	116
2024 Q4	$462K	Sell	9,497 -1,402	-13%	-$68.5K	0.19%	116
2024 Q3	$539K	Buy	10,899 +593	+6%	+$29K	0.23%	84
2024 Q2	$495K	Sell	10,306 -24	-0.2%	-$1.15K	0.24%	82
2024 Q1	$498K	Sell	10,330 -204	-2%	-$9.84K	0.26%	79
2023 Q4	$509K	Sell	10,534 -334	-3%	-$15.8K	0.3%	75
2023 Q3	$513K	Sell	10,868 -1,585	-13%	-$75.4K	0.34%	69
2023 Q2	$594K	Sell	12,453 -100	-0.8%	-$4.79K	0.4%	59
2023 Q1	$601K	Sell	12,553 -76	-0.6%	-$3.64K	0.44%	50
2022 Q4	$599K	Sell	12,629 -1,802	-12%	-$85.2K	0.46%	49
2022 Q3	$683K	Sell	14,431 -1,461	-9%	-$70.5K	0.56%	41
2022 Q2	$768K	Buy	15,892 +5,143	+48%	+$250K	0.61%	36
2022 Q1	$526K	Buy	10,749 +1,658	+18%	+$82.1K	0.36%	65
2021 Q4	$454K	Buy	9,091 +3,418	+60%	+$172K	0.29%	86
2021 Q3	$287K	Buy	+5,673	New	+$288K	0.2%	123
2020 Q4	–	Sell	-5,483	Closed	-$283K	–	149
2020 Q3	$283K	Buy	5,483 +19	+0.3%	+$983	0.25%	90
2020 Q2	$282K	Buy	+5,464	New	+$282K	0.26%	82
2019 Q4	–	Sell	-4,135	Closed	-$215K	–	125
2019 Q3	$215K	Buy	+4,135	New	+$215K	0.18%	113
2018 Q4	–	Sell	-7,400	Closed	-$376K	–	121
2018 Q3	$376K	Hold	7,400	–	–	0.37%	60
2018 Q2	$379K	Hold	7,400	–	–	0.32%	56
2018 Q1	$379K	Buy	7,400 +1,400	+23%	+$72.1K	0.33%	53
2017 Q4	$310K	Buy	+6,000	New	+$311K	0.28%	71

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

Acorn Wealth Advisors's LMBS Position: Q1 2026 in Review

Acorn Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 15% in Q1 2026, buying an estimated $182K and bringing the position to 28,495 shares worth $1.42M. The position accounts for 0.41% of the portfolio, ranked #56.

Acorn Wealth Advisors first reported a position in LMBS in Q4 2017 and has held it in 26 quarters since. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Acorn Wealth Advisors held 28,495 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.42M as of Q1 2026.
Acorn Wealth Advisors bought 3,630 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $182K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.41% of Acorn Wealth Advisors's portfolio in Q1 2026, its #56 holding.
Acorn Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2017 and has held it in 26 quarters since.
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 Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.