Ashton Thomas Private Wealth
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Ashton Thomas Private Wealth’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Ashton Thomas Private Wealth’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
Q3 		$12.3M Buy
254,299
+32,782
+15% +$1.62M 0.25% 93
2026
Q2 		$11M Buy
221,517
+42,727
+24% +$2.13M 0.23% 95
2026
Q1 		$8.91M Buy
178,790
+12,411
+7% +$622K 0.21% 104
2025
Q4 		$8.32M Buy
166,379
+15,278
+10% +$764K 0.2% 110
2025
Q3 		$7.52M Buy
151,101
+22,969
+18% +$1.14M 0.2% 120
2025
Q2 		$6.31M Buy
128,132
+7,333
+6% +$359K 0.22% 114
2025
Q1 		$5.94M Buy
120,799
+14,270
+13% +$697K 0.23% 114
2024
Q4 		$5.18M Buy
106,529
+29,111
+38% +$1.42M 0.2% 124
2024
Q3 		$3.83M Buy
77,418
+34,817
+82% +$1.7M 0.2% 125
2024
Q2 		$2.05M Buy
42,601
+4,339
+11% +$208K 0.11% 197
2024
Q1 		$1.85M Buy
38,262
+14
+0% +$675 0.11% 214
2023
Q4 		$1.85M Buy
38,248
+612
+2% +$29K 0.12% 202
2023
Q3 		$1.78M Sell
37,636
-486
-1% -$23.1K 0.13% 191
2023
Q2 		$1.82M Buy
38,122
+1,315
+4% +$63K 0.14% 177
2023
Q1 		$1.76M Buy
36,807
+493
+1% +$23.6K 0.15% 175
2022
Q4 		$1.72M Sell
36,314
-2,078
-5% -$98.2K 0.17% 164
2022
Q3 		$1.82M Buy
38,392
+2,013
+6% +$97.1K 0.21% 136
2022
Q2 		$1.76M Buy
36,379
+1,780
+5% +$86.5K 0.19% 138
2022
Q1 		$1.69M Buy
34,599
+18,933
+121% +$938K 0.15% 168
2021
Q4 		$783K Buy
+15,666
New +$788K 0.08% 282
2021
Q3 		– Sell
-7,187
Closed -$366K – 374
2021
Q2 		$366K Sell
7,187
-6,380
-47% -$326K 0.06% 270
2021
Q1 		$693K Buy
13,567
+309
+2% +$15.9K 0.12% 194
2020
Q4 		$682K Buy
+13,258
New +$684K 0.13% 198
2020
Q1 		– Sell
-41,066
Closed -$2.13M – 232
2019
Q4 		$2.13M Sell
41,066
-6,968
-15% -$362K 0.7% 37
2019
Q3 		$2.5M Sell
48,034
-102,654
-68% -$5.33M 1.04% 22
2019
Q2 		$7.79M Buy
150,688
+91,793
+156% +$4.72M 2.99% 4
2019
Q1 		$3.02M Buy
+58,895
New +$3.01M 1.24% 18

Other funds holding LMBS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Ashton Thomas Private Wealth's LMBS Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 15% in Q3 2026, buying an estimated $1.62M and bringing the position to 254,299 shares worth $12.3M. The position accounts for 0.25% of the portfolio, ranked #93.

Ashton Thomas Private Wealth first reported a position in LMBS in Q1 2019 and has held it in 27 quarters since. 320 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • Ashton Thomas Private Wealth held 254,299 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $12.3M as of Q3 2026.
  • Ashton Thomas Private Wealth bought 32,782 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $1.62M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.25% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #93 holding.
  • Ashton Thomas Private Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and has held it in 27 quarters since.
  • 320 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.