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

Avion Wealth’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	$30K	Buy	622 +500	+410%	+$24.9K	0.01%	316
2026 Q1	$6K	Hold	122	–	–	﹤0.01%	614
2025 Q4	$6K	Hold	122	–	–	﹤0.01%	625
2025 Q3	$6K	Sell	122 -101	-45%	-$5K	﹤0.01%	613
2025 Q2	$10K	Hold	223	–	–	﹤0.01%	471
2025 Q1	$10K	Hold	223	–	–	﹤0.01%	397
2024 Q4	$10K	Buy	223 +1	+0.5%	+$49	﹤0.01%	396
2024 Q3	$10K	Buy	222 +2	+0.9%	+$98	﹤0.01%	369
2024 Q2	$10K	Buy	+220	New	+$10.6K	﹤0.01%	335

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 $103B AUM 28.65% 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

Avion Wealth's LMBS Position: Q2 2026 in Review

Avion Wealth increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 410% in Q2 2026, buying an estimated $24.9K and bringing the position to 622 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #316.

Avion Wealth first reported a position in LMBS in Q2 2024 and has held it in 9 quarters since. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Avion Wealth held 622 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $30K as of Q2 2026.
Avion Wealth bought 500 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $24.9K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #316 holding.
Avion Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and has held it in 9 quarters since.
453 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 Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.