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

BAM 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 Q3	$943K	Buy	19,452 +286	+1%	+$14.1K	0.51%	45
2026 Q2	$954K	Buy	19,166 +5,195	+37%	+$259K	0.6%	39
2026 Q1	$696K	Buy	13,971 +4,371	+46%	+$219K	0.52%	53
2025 Q4	$480K	Buy	+9,600	New	+$480K	0.35%	72

Other funds holding LMBS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

BAM Wealth Management's LMBS Position: Q3 2026 in Review

BAM Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.5% in Q3 2026, buying an estimated $14.1K and bringing the position to 19,452 shares worth $943K. The position accounts for 0.51% of the portfolio, ranked #45.

BAM Wealth Management first reported a position in LMBS in Q4 2025 and has held it in 4 quarters since. The position peaked at $954K in Q2 2026. 320 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

BAM Wealth Management held 19,452 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $943K as of Q3 2026.
BAM Wealth Management bought 286 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $14.1K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.51% of BAM Wealth Management's portfolio in Q3 2026, its #45 holding.
BAM Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2025 and has held it in 4 quarters since.
BAM Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $954K in Q2 2026.
320 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.