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

Arete Wealth 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 Q1	–	Sell	-4,081	Closed	-$204K	–	552
2025 Q4	$204K	Buy	+4,081	New	+$204K	0.01%	725
2024 Q4	–	Sell	-9,546	Closed	-$471K	–	773
2024 Q3	$471K	Sell	9,546 -53,498	-85%	-$2.62M	0.04%	390
2024 Q2	$3.03M	Buy	63,044 +3,061	+5%	+$147K	0.25%	83
2024 Q1	$2.89M	Buy	59,983 +9,639	+19%	+$465K	0.27%	83
2023 Q4	$2.43M	Buy	+50,344	New	+$2.39M	0.19%	117
2023 Q3	–	Sell	-53,835	Closed	-$2.57M	–	623
2023 Q2	$2.57M	Sell	53,835 -969	-2%	-$46.4K	0.23%	98
2023 Q1	$2.62M	Buy	54,804 +19,317	+54%	+$925K	0.21%	98
2022 Q4	$1.68B	Buy	35,487 +4,884	+16%	+$231K	0.15%	127
2022 Q3	$1.45M	Buy	30,603 +2,249	+8%	+$109K	0.14%	131
2022 Q2	$1.37M	Buy	28,354 +744	+3%	+$36.1K	0.14%	120
2022 Q1	$1.35M	Buy	27,610 +440	+2%	+$21.8K	0.11%	147
2021 Q4	$1.36M	Buy	27,170 +280	+1%	+$14.1K	0.12%	155
2021 Q3	$1.36M	Buy	26,890 +1,035	+4%	+$52.5K	0.15%	135
2021 Q2	$1.27M	Buy	25,855 +1,551	+6%	+$79.2K	0.18%	111
2021 Q1	$1.24M	Buy	24,304 +2,377	+11%	+$122K	0.16%	140
2020 Q4	$1.13M	Sell	21,927 -6,747	-24%	-$348K	0.16%	140
2020 Q3	$1.48M	Buy	28,674 +5,428	+23%	+$281K	0.22%	106
2020 Q2	$1.2M	Buy	23,246 +705	+3%	+$36.4K	0.21%	123
2020 Q1	$1.15M	Sell	22,541 -13,996	-38%	-$727K	0.23%	106
2019 Q4	$1.89M	Sell	36,537 -5,766	-14%	-$299K	0.33%	76
2019 Q3	$2.2M	Buy	42,303 +7,262	+21%	+$377K	0.42%	57
2019 Q2	$1.81M	Buy	35,041 +17,419	+99%	+$896K	0.35%	75
2019 Q1	$904K	Buy	17,622 +4,953	+39%	+$253K	0.19%	140
2018 Q4	$647K	Buy	+12,669	New	+$645K	0.16%	162

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

Arete Wealth Advisors's LMBS Position: Q1 2026 in Review

Arete Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026, closing a stake of 4,081 shares — an estimated $204K sold.

Arete Wealth Advisors first reported a position in LMBS in Q4 2018 and held it in 24 quarters. The position peaked at $1.68B in Q4 2022. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Arete Wealth Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 4,081 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $204K.
Arete Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and held it in 24 quarters.
Arete Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.68B in Q4 2022.
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 Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.