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

American Financial Advisors’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	$17M	Sell	341,860 -1,904	-0.6%	-$95K	2.05%	16
2026 Q1	$17.1M	Sell	343,764 -912	-0.3%	-$45.7K	2.28%	15
2025 Q4	$17.2M	Buy	344,676 +7,227	+2%	+$361K	2.22%	15
2025 Q3	$16.8M	Sell	337,449 -3,768	-1%	-$187K	2.16%	15
2025 Q2	$16.8M	Sell	341,217 -2,469	-0.7%	-$121K	2.35%	16
2025 Q1	$16.9M	Sell	343,686 -3,081	-0.9%	-$151K	2.45%	15
2024 Q4	$16.9M	Sell	346,767 -6,297	-2%	-$308K	2.38%	15
2024 Q3	$17.4M	Sell	353,064 -10,881	-3%	-$533K	2.38%	15
2024 Q2	$17.5M	Sell	363,945 -172,934	-32%	-$8.3M	2.49%	15
2024 Q1	$25.9M	Buy	536,879 +997	+0.2%	+$48.1K	3.65%	11
2023 Q4	$25.9M	Sell	535,882 -10,318	-2%	-$489K	3.83%	10
2023 Q3	$25.8M	Sell	546,200 -7,169	-1%	-$341K	4.07%	10
2023 Q2	$26.4M	Sell	553,369 -887	-0.2%	-$42.5K	4.13%	8
2023 Q1	$26.5M	Buy	554,256 +195	+0%	+$9.34K	4.32%	7
2022 Q4	$26.3M	Sell	554,061 -8,863	-2%	-$419K	4.45%	7
2022 Q3	$26.7M	Buy	+562,924	New	+$27.2M	4.6%	6
2022 Q2	–	Sell	-568,890	Closed	-$27.8M	–	118
2022 Q1	$27.8M	Sell	568,890 -77,596	-12%	-$3.84M	3.87%	9
2021 Q4	$32.3M	Buy	646,486 +132,578	+26%	+$6.66M	4.11%	8
2021 Q3	$26M	Buy	513,908 +25,899	+5%	+$1.31M	3.47%	11
2021 Q2	$24.8M	Buy	488,009 +25,124	+5%	+$1.28M	3.42%	11
2021 Q1	$23.6M	Buy	462,885 +78,642	+20%	+$4.04M	3.51%	12
2020 Q4	$19.8M	Buy	384,243 +6,050	+2%	+$312K	2.82%	14
2020 Q3	$19.5M	Sell	378,193 -10,821	-3%	-$560K	3.18%	12
2020 Q2	$20.1M	Sell	389,014 -1,068	-0.3%	-$55.1K	3.22%	12
2020 Q1	$20.1M	Sell	390,082 -105,919	-21%	-$5.5M	3.6%	7
2019 Q4	$25.8M	Sell	496,001 -60,809	-11%	-$3.16M	4.52%	3
2019 Q3	$28.9M	Buy	556,810 +43,204	+8%	+$2.24M	5.47%	4
2019 Q2	$26.5M	Buy	513,606 +57,429	+13%	+$2.95M	5.18%	5
2019 Q1	$23.4M	Buy	456,177 +449,553	+6,787%	+$23M	4.77%	5
2018 Q4	$338K	Buy	+6,624	New	+$337K	0.07%	65

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

American Financial Advisors's LMBS Position: Q2 2026 in Review

American Financial Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.55% in Q2 2026, selling an estimated $95K and leaving 341,860 shares worth $17M. The position accounts for 2.05% of the portfolio, ranked #16.

American Financial Advisors first reported a position in LMBS in Q4 2018 and has held it in 30 quarters since. The position peaked at $32.3M in Q4 2021. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

American Financial Advisors held 341,860 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $17M as of Q2 2026.
American Financial Advisors sold 1,904 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $95K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.05% of American Financial Advisors's portfolio in Q2 2026, its #16 holding.
American Financial Advisors 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 30 quarters since.
American Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $32.3M in Q4 2021.
455 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 American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.