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

Axxcess 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 		$11.5M Buy
+230,934
New +$11.5M 0.18% 118
2026
Q1 		– Sell
-205,922
Closed -$10.3M – 739
2025
Q4 		$10.3M Buy
205,922
+181,493
+743% +$9.07M 0.18% 113
2025
Q3 		$1.22M Buy
24,429
+647
+3% +$32K 0.03% 411
2025
Q2 		$1.17M Buy
23,782
+1,671
+8% +$81.8K 0.03% 391
2025
Q1 		$1.09M Buy
22,111
+352
+2% +$17.2K 0.03% 374
2024
Q4 		$1.06M Buy
21,759
+1,534
+8% +$74.9K 0.03% 396
2024
Q3 		$999K Buy
20,225
+1,155
+6% +$56.5K 0.02% 389
2024
Q2 		$916K Buy
19,070
+3,000
+19% +$144K 0.02% 390
2024
Q1 		$775K Buy
16,070
+521
+3% +$25.1K 0.02% 432
2023
Q4 		$751K Buy
15,549
+528
+4% +$25K 0.02% 414
2023
Q3 		$710K Sell
15,021
-228
-1% -$10.8K 0.02% 380
2023
Q2 		$727K Buy
15,249
+5,904
+63% +$283K 0.05% 280
2023
Q1 		$447K Buy
9,345
+214
+2% +$10.2K 0.03% 396
2022
Q4 		$433K Sell
9,131
-4,164
-31% -$197K 0.04% 388
2022
Q3 		$630K Sell
13,295
-9,583
-42% -$462K 0.06% 269
2022
Q2 		$1.1M Buy
22,878
+4,537
+25% +$220K 0.1% 177
2022
Q1 		$898K Sell
18,341
-126
-0.7% -$6.24K 0.07% 240
2021
Q4 		$923K Buy
+18,467
New +$928K 0.07% 226

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 230,934 shares worth $11.5M. The stake represents 0.18% of the portfolio and ranks #118 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in LMBS as recently as Q4 2025.

Axxcess Wealth Management first reported a position in LMBS in Q4 2021 and has held it in 18 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Axxcess Wealth Management held 230,934 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $11.5M as of Q2 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Axxcess Wealth Management position in Q2 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.18% of Axxcess Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Axxcess Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 18 quarters since.
  • 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 Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.