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

Adamsbrown Wealth Consultants’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	$12.9M	Buy	258,802 +6,396	+3%	+$319K	2.43%	14
2026 Q1	$12.6M	Buy	252,406 +28,975	+13%	+$1.45M	3.32%	10
2025 Q4	$11.2M	Buy	223,431 +27,232	+14%	+$1.36M	3.11%	11
2025 Q3	$9.77M	Buy	196,199 +84,306	+75%	+$4.17M	2.69%	12
2025 Q2	$5.51M	Buy	111,893 +13,338	+14%	+$653K	1.6%	13
2025 Q1	$4.84M	Buy	98,555 +1,298	+1%	+$63.4K	1.52%	14
2024 Q4	$4.73M	Buy	+97,257	New	+$4.75M	1.61%	13

Other funds holding LMBS

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return