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Atwood & Palmer’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Atwood & Palmer’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 		$1.35M Sell
27,025
-2,650
-9% -$132K 0.07% 79
2026
Q1 		$1.48M Sell
29,675
-1,150
-4% -$57.7K 0.08% 79
2025
Q4 		$1.54M Buy
30,825
+14,220
+86% +$711K 0.09% 76
2025
Q3 		$827K Sell
16,605
-7,105
-30% -$352K 0.05% 96
2025
Q2 		$1.17M Sell
23,710
-286,435
-92% -$14M 0.07% 80
2025
Q1 		$15.2M Buy
310,145
+40,299
+15% +$1.97M 1.06% 42
2024
Q4 		$13.1M Buy
269,846
+41,391
+18% +$2.02M 0.9% 44
2024
Q3 		$11.3M Buy
228,455
+17,740
+8% +$868K 0.77% 48
2024
Q2 		$10.1M Buy
210,715
+34,975
+20% +$1.68M 0.77% 49
2024
Q1 		$8.48M Buy
175,740
+167,470
+2,025% +$8.07M 0.64% 49
2023
Q4 		$400K Buy
+8,270
New +$392K 0.03% 118

Other funds holding LMBS

AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

Atwood & Palmer's LMBS Position: Q2 2026 in Review

Atwood & Palmer reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 8.9% in Q2 2026, selling an estimated $132K and leaving 27,025 shares worth $1.35M. The position accounts for 0.07% of the portfolio, ranked #79.

Atwood & Palmer first reported a position in LMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.2M in Q1 2025. 147 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Atwood & Palmer held 27,025 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.35M as of Q2 2026.
  • Atwood & Palmer sold 2,650 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $132K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.07% of Atwood & Palmer's portfolio in Q2 2026, its #79 holding.
  • Atwood & Palmer first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
  • Atwood & Palmer's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $15.2M in Q1 2025.
  • 147 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 Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.