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 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

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

Ashton Thomas Private Wealth's LMBS Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 24% in Q2 2026, buying an estimated $2.13M and bringing the position to 221,517 shares worth $11M. The position accounts for 0.23% of the portfolio, ranked #95.

Ashton Thomas Private Wealth first reported a position in LMBS in Q1 2019 and has held it in 26 quarters since. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Ashton Thomas Private Wealth held 221,517 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $11M as of Q2 2026.
Ashton Thomas Private Wealth bought 42,727 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $2.13M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.23% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #95 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 26 quarters since.
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 Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.