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

Allworth 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 Q1	$96.5K	Sell	1,937 -6,244	-76%	-$313K	﹤0.01%	1850
2025 Q4	$409K	Sell	8,181 -366	-4%	-$18.3K	﹤0.01%	1013
2025 Q3	$426K	Sell	8,547 -2,549	-23%	-$126K	﹤0.01%	946
2025 Q2	$547K	Buy	11,096 +23	+0.2%	+$1.13K	﹤0.01%	815
2025 Q1	$541K	Sell	11,073 -9,660	-47%	-$472K	﹤0.01%	668
2024 Q4	$1.01M	Buy	20,733 +43	+0.2%	+$2.1K	0.01%	538
2024 Q3	$1.02M	Sell	20,690 -2,457	-11%	-$120K	0.01%	434
2024 Q2	$1.13M	Sell	23,147 -4,007	-15%	-$192K	0.01%	409
2024 Q1	$1.31M	Sell	27,154 -3,525	-11%	-$170K	0.01%	368
2023 Q4	$1.48M	Sell	30,679 -70,786	-70%	-$3.36M	0.01%	349
2023 Q3	$4.79M	Buy	101,465 +87,753	+640%	+$4.17M	0.04%	174
2023 Q2	$654K	Buy	+13,712	New	+$657K	0.01%	444
2022 Q2	–	Sell	-369	Closed	-$18K	–	2617
2022 Q1	$18K	Hold	369	–	–	﹤0.01%	1302
2021 Q4	$18K	Sell	369 -7,428	-95%	-$373K	﹤0.01%	1160
2021 Q3	$394K	Sell	7,797 -940	-11%	-$47.7K	0.01%	356
2021 Q2	$445K	Buy	8,737 +5	+0.1%	+$255	0.01%	269
2021 Q1	$446K	Buy	8,732 +5	+0.1%	+$257	0.01%	256
2020 Q4	$449K	Buy	8,727 +5	+0.1%	+$258	0.01%	189
2020 Q3	$451K	Buy	8,722 +5	+0.1%	+$259	0.01%	159
2020 Q2	$450K	Buy	8,717 +5	+0.1%	+$258	0.01%	156
2020 Q1	$444K	Buy	8,712 +6	+0.1%	+$312	0.01%	167
2019 Q4	$451K	Buy	8,706 +909	+12%	+$47.2K	0.02%	117
2019 Q3	$405K	Hold	7,797	–	–	0.02%	107
2019 Q2	$403K	Hold	7,797	–	–	0.02%	107
2019 Q1	$400K	Hold	7,797	–	–	0.02%	109
2018 Q4	$398K	Buy	+7,797	New	+$397K	0.02%	98

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

Allworth Financial's LMBS Position: Q1 2026 in Review

Allworth Financial reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 76% in Q1 2026, selling an estimated $313K and leaving 1,937 shares worth $96.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Allworth Financial first reported a position in LMBS in Q4 2018 and has held it in 26 quarters since. The position peaked at $4.79M in Q3 2023. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Allworth Financial held 1,937 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $96.5K as of Q1 2026.
Allworth Financial sold 6,244 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $313K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1850 holding.
Allworth Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and has held it in 26 quarters since.
Allworth Financial's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.79M in Q3 2023.
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 Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.