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

AE 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 Q2	$1.72M	Buy	34,601 +2,266	+7%	+$113K	0.01%	709
2026 Q1	$1.61M	Buy	32,335 +7,437	+30%	+$373K	0.01%	708
2025 Q4	$1.24M	Sell	24,898 -12,006	-33%	-$600K	0.01%	739
2025 Q3	$1.84M	Sell	36,904 -8,426	-19%	-$417K	0.01%	592
2025 Q2	$2.23M	Sell	45,330 -10,779	-19%	-$528K	0.02%	510
2025 Q1	$2.76M	Sell	56,109 -1,458	-3%	-$71.2K	0.02%	453
2024 Q4	$2.8M	Sell	57,567 -11,560	-17%	-$565K	0.02%	456
2024 Q3	$3.42M	Sell	69,127 -212,682	-75%	-$10.4M	0.03%	413
2024 Q2	$13.5M	Buy	281,809 +13,378	+5%	+$642K	0.14%	181
2024 Q1	$13M	Sell	268,431 -41,027	-13%	-$1.98M	0.15%	189
2023 Q4	$14.9M	Sell	309,458 -72,170	-19%	-$3.42M	0.08%	303
2023 Q3	$18M	Sell	381,628 -24,357	-6%	-$1.16M	0.11%	207
2023 Q2	$19.4M	Sell	405,985 -172,556	-30%	-$8.27M	0.12%	203
2023 Q1	$27.7M	Sell	578,541 -216,896	-27%	-$10.4M	0.18%	137
2022 Q4	$37.7M	Sell	795,437 -6,223	-0.8%	-$294K	0.27%	70
2022 Q3	$38M	Buy	801,660 +45,572	+6%	+$2.2M	0.3%	66
2022 Q2	$36.5M	Buy	756,088 +102,696	+16%	+$4.99M	0.29%	75
2022 Q1	$32M	Sell	653,392 -105,707	-14%	-$5.23M	0.22%	101
2021 Q4	$37.9M	Sell	759,099 -131,674	-15%	-$6.62M	0.26%	82
2021 Q3	$45.1M	Sell	890,773 -157,252	-15%	-$7.98M	0.37%	54
2021 Q2	$53.3M	Buy	1,048,025 +247,435	+31%	+$12.6M	0.47%	43
2021 Q1	$40.9M	Sell	800,590 -92,046	-10%	-$4.73M	0.41%	47
2020 Q4	$45.9M	Buy	892,636 +135,305	+18%	+$6.98M	0.52%	36
2020 Q3	$39.1M	Buy	757,331 +33,053	+5%	+$1.71M	0.56%	32
2020 Q2	$37.4M	Sell	724,278 -43,530	-6%	-$2.25M	0.58%	29
2020 Q1	$39.2M	Buy	767,808 +428,549	+126%	+$22.3M	0.9%	20
2019 Q4	$17.6M	Buy	339,259 +145,494	+75%	+$7.55M	0.38%	55
2019 Q3	$10.1M	Sell	193,765 -48,471	-20%	-$2.52M	0.29%	66
2019 Q2	$12.5M	Buy	+242,236	New	+$12.5M	0.38%	54

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 $104B AUM 28.3% 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

AE Wealth Management's LMBS Position: Q2 2026 in Review

AE Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7% in Q2 2026, buying an estimated $113K and bringing the position to 34,601 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #709.

AE Wealth Management first reported a position in LMBS in Q2 2019 and has held it in 29 quarters since. The position peaked at $53.3M in Q2 2021. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

AE Wealth Management held 34,601 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.72M as of Q2 2026.
AE Wealth Management bought 2,266 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $113K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #709 holding.
AE Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2019 and has held it in 29 quarters since.
AE Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $53.3M in Q2 2021.
456 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 AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.