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

Ballew Advisors’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	$616K	Buy	12,382 +116	+0.9%	+$5.79K	0.32%	62
2026 Q1	$613K	Buy	12,266 +500	+4%	+$25.1K	0.35%	58
2025 Q4	$591K	Sell	11,766 -4,257	-27%	-$213K	0.33%	60
2025 Q3	$802K	Buy	16,023 +47	+0.3%	+$2.33K	0.45%	50
2025 Q2	$786K	Sell	15,976 -33	-0.2%	-$1.62K	0.47%	48
2025 Q1	$776K	Buy	16,009 +1,046	+7%	+$51.1K	0.52%	46
2024 Q4	$724K	Buy	14,963 +46	+0.3%	+$2.25K	0.46%	52
2024 Q3	$732K	Sell	14,917 -281	-2%	-$13.8K	0.49%	50
2024 Q2	$739K	Sell	15,198 -595	-4%	-$28.6K	0.49%	53
2024 Q1	$754K	Buy	15,793 +58	+0.4%	+$2.8K	0.52%	51
2023 Q4	$763K	Sell	15,735 -1,714	-10%	-$81.3K	0.57%	46
2023 Q3	$820K	Sell	17,449 -827	-5%	-$39.3K	0.68%	41
2023 Q2	$869K	Buy	18,276 +19	+0.1%	+$911	0.63%	42
2023 Q1	$872K	Sell	18,257 -7	-0%	-$335	0.64%	41
2022 Q4	$877K	Buy	18,264 +51	+0.3%	+$2.41K	0.67%	40
2022 Q3	$862K	Sell	18,213 -146	-0.8%	-$7.04K	0.77%	35
2022 Q2	$887K	Buy	18,359 +1,198	+7%	+$58.2K	0.81%	31
2022 Q1	$840K	Buy	17,161 +177	+1%	+$8.77K	0.64%	34
2021 Q4	$846K	Sell	16,984 -820	-5%	-$41.2K	0.59%	46
2021 Q3	$900K	Buy	17,804 +2,843	+19%	+$144K	0.66%	46
2021 Q2	$761K	Sell	14,961 -12,281	-45%	-$627K	0.53%	55
2021 Q1	$1.39M	Buy	27,242 +15,198	+126%	+$781K	0.51%	53
2020 Q4	$620K	Buy	+12,044	New	+$621K	0.48%	46

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 $104B AUM 28.3% 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

Ballew Advisors's LMBS Position: Q2 2026 in Review

Ballew Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.95% in Q2 2026, buying an estimated $5.79K and bringing the position to 12,382 shares worth $616K. The position accounts for 0.32% of the portfolio, ranked #62.

Ballew Advisors first reported a position in LMBS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.39M in Q1 2021. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Ballew Advisors held 12,382 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $616K as of Q2 2026.
Ballew Advisors bought 116 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $5.79K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.32% of Ballew Advisors's portfolio in Q2 2026, its #62 holding.
Ballew Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and has held it in 23 quarters since.
Ballew Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.39M in Q1 2021.
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 Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.