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

BankPlus 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	$386K	Sell	7,960 -734	-8%	-$36.3K	0.17%	83
2026 Q2	$433K	Buy	+8,694	New	+$434K	0.19%	78

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

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

BankPlus Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 8.4% in Q3 2026, selling an estimated $36.3K and leaving 7,960 shares worth $386K. The position accounts for 0.17% of the portfolio, ranked #83.

BankPlus Wealth Management first reported a position in LMBS in Q2 2026 and has held it in 2 quarters since. The position peaked at $433K in Q2 2026. 320 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

BankPlus Wealth Management held 7,960 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $386K as of Q3 2026.
BankPlus Wealth Management sold 734 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $36.3K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.17% of BankPlus Wealth Management's portfolio in Q3 2026, its #83 holding.
BankPlus Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2026 and has held it in 2 quarters since.
BankPlus Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $433K 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 BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.