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 Q2	$926K	Buy	18,610 +360	+2%	+$18K	0.05%	262
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 $1.89T 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

Avestar Capital's LMBS Position: Q2 2026 in Review

Avestar Capital increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2% in Q2 2026, buying an estimated $18K and bringing the position to 18,610 shares worth $926K. The position accounts for 0.05% of the portfolio, ranked #262.

Avestar Capital first reported a position in LMBS in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.11M in Q1 2024. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Avestar Capital held 18,610 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $926K as of Q2 2026.
Avestar Capital bought 360 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $18K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Avestar Capital's portfolio in Q2 2026, its #262 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 21 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.
457 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 Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.