Ausdal Financial Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Ausdal Financial Partners’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	$930K	Buy	18,665 +1,936	+12%	+$97.1K	0.04%	414
2025 Q4	$836K	Sell	16,729 -758	-4%	-$37.9K	0.04%	405
2025 Q3	$871K	Buy	17,487 +11,078	+173%	+$548K	0.04%	391
2025 Q2	$316K	Sell	6,409 -60	-0.9%	-$2.94K	0.02%	538
2025 Q1	$318K	Buy	+6,469	New	+$316K	0.02%	487
2024 Q3	–	Sell	-6,592	Closed	-$317K	–	535
2024 Q2	$317K	Sell	6,592 -9,319	-59%	-$447K	0.03%	375
2024 Q1	$768K	Buy	15,911 +3,988	+33%	+$192K	0.09%	204
2023 Q4	$576K	Buy	11,923 +80	+0.7%	+$3.79K	0.07%	228
2023 Q3	$559K	Sell	11,843 -670	-5%	-$31.9K	0.08%	231
2023 Q2	$597K	Buy	12,513 +181	+1%	+$8.68K	0.08%	214
2023 Q1	$590K	Sell	12,332 -812	-6%	-$38.9K	0.08%	222
2022 Q4	$623K	Sell	13,144 -11,915	-48%	-$563K	0.09%	209
2022 Q3	$1.19M	Sell	25,059 -2,254	-8%	-$109K	0.19%	132
2022 Q2	$1.32M	Sell	27,313 -227	-0.8%	-$11K	0.2%	137
2022 Q1	$1.35M	Buy	27,540 +2,190	+9%	+$108K	0.18%	149
2021 Q4	$1.27M	Buy	25,350 +1,587	+7%	+$79.8K	0.17%	159
2021 Q3	$1.2M	Sell	23,763 -1,645	-6%	-$83.5K	0.18%	156
2021 Q2	$1.29M	Sell	25,408 -4,404	-15%	-$225K	0.2%	146
2021 Q1	$1.52M	Sell	29,812 -1,695	-5%	-$87.1K	0.26%	116
2020 Q4	$1.62M	Sell	31,507 -4,958	-14%	-$256K	0.32%	92
2020 Q3	$1.88M	Buy	36,465 +11,789	+48%	+$610K	0.46%	56
2020 Q2	$1.27M	Sell	24,676 -531	-2%	-$27.4K	0.42%	68
2020 Q1	$1.3M	Buy	25,207 +4,211	+20%	+$219K	0.46%	59
2019 Q4	$1.09M	Buy	20,996 +10,345	+97%	+$537K	0.32%	90
2019 Q3	$554K	Buy	10,651 +4,440	+71%	+$230K	0.2%	136
2019 Q2	$321K	Buy	6,211 +460	+8%	+$23.7K	0.12%	198
2019 Q1	$295K	Buy	+5,751	New	+$294K	0.12%	200

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

Ausdal Financial Partners's LMBS Position: Q1 2026 in Review

Ausdal Financial Partners increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 12% in Q1 2026, buying an estimated $97.1K and bringing the position to 18,665 shares worth $930K. The position accounts for 0.04% of the portfolio, ranked #414.

Ausdal Financial Partners first reported a position in LMBS in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.88M in Q3 2020. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Ausdal Financial Partners held 18,665 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $930K as of Q1 2026.
Ausdal Financial Partners bought 1,936 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $97.1K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.04% of Ausdal Financial Partners's portfolio in Q1 2026, its #414 holding.
Ausdal Financial Partners 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.
Ausdal Financial Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.88M in Q3 2020.
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 Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.