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

Avior Wealth Management’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	$4.73M	Sell	95,005 -29,661	-24%	-$1.48M	0.12%	146
2026 Q1	$6.21M	Buy	+124,666	New	+$6.25M	0.18%	117
2024 Q1	–	Sell	-2,507	Closed	-$121K	–	3861
2023 Q4	$121K	Sell	2,507 -3,720	-60%	-$176K	0.01%	587
2023 Q3	$294K	Sell	6,227 -268	-4%	-$12.7K	0.02%	444
2023 Q2	$310K	Sell	6,495 -3,362	-34%	-$161K	0.02%	440
2023 Q1	$472K	Buy	9,857 +7,202	+271%	+$345K	0.03%	362
2022 Q4	$126K	Sell	2,655 -2,921	-52%	-$138K	0.01%	513
2022 Q3	$264K	Buy	5,576 +2,953	+113%	+$142K	0.02%	407
2022 Q2	$126K	Buy	2,623 +13	+0.5%	+$632	0.01%	467
2022 Q1	$127K	Sell	2,610 -2,480	-49%	-$123K	0.01%	479
2021 Q4	$254K	Buy	5,090 +23	+0.5%	+$1.16K	0.02%	402
2021 Q3	$256K	Buy	+5,067	New	+$257K	0.02%	396
2017 Q3	–	Sell	-403	Closed	-$21K	–	506
2017 Q2	$21K	Sell	403 -1,537	-79%	-$80.2K	0.01%	249
2017 Q1	$101K	Buy	1,940 +510	+36%	+$26.6K	0.03%	185
2016 Q4	$75K	Buy	+1,430	New	+$75.1K	0.03%	181

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

Avior Wealth Management's LMBS Position: Q2 2026 in Review

Avior Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 24% in Q2 2026, selling an estimated $1.48M and leaving 95,005 shares worth $4.73M. The position accounts for 0.12% of the portfolio, ranked #146.

Avior Wealth Management first reported a position in LMBS in Q4 2016 and has held it in 15 quarters since. The position peaked at $6.21M in Q1 2026. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Avior Wealth Management held 95,005 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $4.73M as of Q2 2026.
Avior Wealth Management sold 29,661 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.48M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.12% of Avior Wealth Management's portfolio in Q2 2026, its #146 holding.
Avior Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2016 and has held it in 15 quarters since.
Avior Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.21M in Q1 2026.
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 Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.