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 Q3	$1.36M	Buy	28,059 +9,449	+51%	+$467K	0.11%	178
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%	164
2024 Q2	$1.04M	Sell	21,631 -1,435	-6%	-$68.9K	0.11%	146
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%	277

Other funds holding LMBS

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Avestar Capital's LMBS Position: Q3 2026 in Review

Avestar Capital increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 51% in Q3 2026, buying an estimated $467K and bringing the position to 28,059 shares worth $1.36M. The position accounts for 0.11% of the portfolio, ranked #178.

Avestar Capital first reported a position in LMBS in Q2 2021 and has held it in 22 quarters since. 197 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Avestar Capital held 28,059 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.36M as of Q3 2026.
Avestar Capital bought 9,449 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $467K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.11% of Avestar Capital's portfolio in Q3 2026, its #178 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 22 quarters since.
197 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.