Avestar Capital’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Avestar Capital’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	$909K	Sell	18,250 -2,376	-12%	-$119K	0.06%	244
2025 Q4	$1.03M	Buy	20,626 +2,757	+15%	+$138K	0.07%	216
2025 Q3	$890K	Sell	17,869 -171	-0.9%	-$8.46K	0.06%	243
2025 Q2	$889K	Buy	18,040 +208	+1%	+$10.2K	0.06%	236
2025 Q1	$877K	Buy	17,832 +629	+4%	+$30.7K	0.08%	211
2024 Q4	$837K	Sell	17,203 -1,738	-9%	-$84.9K	0.07%	203
2024 Q3	$936K	Sell	18,941 -2,690	-12%	-$132K	0.1%	163
2024 Q2	$1.04M	Sell	21,631 -1,435	-6%	-$68.9K	0.11%	144
2024 Q1	$1.11M	Buy	23,066 +14,784	+179%	+$713K	0.12%	146
2023 Q4	$400K	Buy	8,282 +1,645	+25%	+$78K	0.05%	232
2023 Q3	$314K	Sell	6,637 -1,593	-19%	-$75.8K	0.04%	240
2023 Q2	$392K	Sell	8,230 -301	-4%	-$14.4K	0.06%	186
2023 Q1	$408K	Sell	8,531 -512	-6%	-$24.5K	0.07%	174
2022 Q4	$429K	Sell	9,043 -7,595	-46%	-$359K	0.08%	154
2022 Q3	$788K	Buy	16,638 +1,992	+14%	+$96.1K	0.2%	76
2022 Q2	$707K	Buy	14,646 +7,052	+93%	+$343K	0.17%	93
2022 Q1	$372K	Buy	7,594 +549	+8%	+$27.2K	0.06%	270
2021 Q4	$352K	Sell	7,045 -1,180	-14%	-$59.3K	0.04%	318
2021 Q3	$416K	Sell	8,225 -660	-7%	-$33.5K	0.05%	293
2021 Q2	$452K	Buy	+8,885	New	+$454K	0.06%	276

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

Avestar Capital's LMBS Position: Q1 2026 in Review

Avestar Capital reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 12% in Q1 2026, selling an estimated $119K and leaving 18,250 shares worth $909K. The position accounts for 0.06% of the portfolio, ranked #244.

Avestar Capital first reported a position in LMBS in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.11M in Q1 2024. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Avestar Capital held 18,250 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $909K as of Q1 2026.
Avestar Capital sold 2,376 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $119K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Avestar Capital's portfolio in Q1 2026, its #244 holding.
Avestar Capital first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2021 and has held it in 20 quarters since.
Avestar Capital's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.11M in Q1 2024.
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 Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.