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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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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. 240 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.
  • 240 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.