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

Advisornet Financial’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	$152K	Sell	3,056 -1,149	-27%	-$57.3K	0.01%	729
2026 Q1	$209K	Sell	4,205 -47	-1%	-$2.36K	0.01%	601
2025 Q4	$213K	Sell	4,252 -224	-5%	-$11.2K	0.01%	592
2025 Q3	$223K	Sell	4,476 -1,316	-23%	-$65.1K	0.01%	566
2025 Q2	$285K	Buy	5,792 +1,413	+32%	+$69.2K	0.02%	491
2025 Q1	$215K	Buy	4,379 +2,712	+163%	+$133K	0.02%	525
2024 Q4	$81.1K	Hold	1,667	–	–	0.01%	739
2024 Q3	$82.4K	Buy	1,667 +44	+3%	+$2.15K	0.01%	753
2024 Q2	$78K	Buy	1,623 +848	+109%	+$40.7K	0.01%	694
2024 Q1	$37.4K	Sell	775 -310	-29%	-$14.9K	﹤0.01%	898
2023 Q4	$52.4K	Sell	1,085 -210	-16%	-$9.96K	﹤0.01%	799
2023 Q3	$61.2K	Sell	1,295 -255	-16%	-$12.1K	0.01%	733
2023 Q2	$73.9K	Sell	1,550 -105	-6%	-$5.03K	0.01%	713
2023 Q1	$79.2K	Buy	1,655 +130	+9%	+$6.22K	0.01%	677
2022 Q4	$72.3K	Hold	1,525	–	–	0.01%	700
2022 Q3	$72K	Sell	1,525 -363	-19%	-$17.5K	0.01%	741
2022 Q2	$91K	Hold	1,888	–	–	0.01%	699
2022 Q1	$92K	Sell	1,888 -20,013	-91%	-$991K	0.01%	786
2021 Q4	$1.09M	Sell	21,901 -11,714	-35%	-$589K	0.07%	244
2021 Q3	$1.7M	Buy	33,615 +453	+1%	+$23K	0.12%	165
2021 Q2	$1.69M	Sell	33,162 -2,045	-6%	-$104K	0.11%	176
2021 Q1	$1.8M	Buy	35,207 +3,127	+10%	+$161K	0.13%	166
2020 Q4	$1.65M	Buy	32,080 +9,310	+41%	+$480K	0.13%	152
2020 Q3	$1.18M	Buy	22,770 +17,937	+371%	+$928K	0.1%	187
2020 Q2	$250K	Buy	4,833 +1,121	+30%	+$57.9K	0.02%	458
2020 Q1	$189K	Buy	3,712 +3,613	+3,649%	+$188K	0.02%	480
2019 Q4	$5K	Hold	99	–	–	﹤0.01%	1543
2019 Q3	$5K	Hold	99	–	–	﹤0.01%	1560
2019 Q2	$5K	Hold	99	–	–	﹤0.01%	1393
2019 Q1	$5K	Hold	99	–	–	﹤0.01%	1324
2018 Q4	$5K	Hold	99	–	–	﹤0.01%	1235
2018 Q3	$5K	Sell	99 -119	-55%	-$6.08K	﹤0.01%	1281
2018 Q2	$11K	Sell	218 -1,730	-89%	-$88.6K	﹤0.01%	1118
2018 Q1	$100K	Buy	+1,948	New	+$100K	0.01%	530

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Advisornet Financial's LMBS Position: Q2 2026 in Review

Advisornet Financial reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 27% in Q2 2026, selling an estimated $57.3K and leaving 3,056 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #729.

Advisornet Financial first reported a position in LMBS in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.8M in Q1 2021. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Advisornet Financial held 3,056 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $152K as of Q2 2026.
Advisornet Financial sold 1,149 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $57.3K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #729 holding.
Advisornet Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2018 and has held it in 34 quarters since.
Advisornet Financial's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.8M in Q1 2021.
453 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.