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 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 $1.66T 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

AE Wealth Management's LMBS Position: Q1 2026 in Review

AE Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 30% in Q1 2026, buying an estimated $373K and bringing the position to 32,335 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #708.

AE Wealth Management first reported a position in LMBS in Q2 2019 and has held it in 28 quarters since. The position peaked at $53.3M in Q2 2021. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

AE Wealth Management held 32,335 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.61M as of Q1 2026.
AE Wealth Management bought 7,437 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $373K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #708 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 28 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.
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 AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.