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

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

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. 456 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.
456 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.