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

Barnes Dennig Private 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	$646K	Buy	12,969 +752	+6%	+$37.5K	0.52%	40
2026 Q1	$609K	Buy	12,217 +8,786	+256%	+$440K	0.6%	38
2025 Q4	$172K	Hold	3,431	–	–	0.17%	76
2025 Q3	$171K	Buy	3,431 +2,506	+271%	+$124K	0.18%	76
2025 Q2	$45.6K	Buy	+925	New	+$45.3K	0.05%	132

Other funds holding LMBS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Barnes Dennig Private Wealth Management's LMBS Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6.2% in Q2 2026, buying an estimated $37.5K and bringing the position to 12,969 shares worth $646K. The position accounts for 0.52% of the portfolio, ranked #40.

Barnes Dennig Private Wealth Management first reported a position in LMBS in Q2 2025 and has held it in 5 quarters since. 305 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Barnes Dennig Private Wealth Management held 12,969 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $646K as of Q2 2026.
Barnes Dennig Private Wealth Management bought 752 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $37.5K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.52% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #40 holding.
Barnes Dennig Private Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
305 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 Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.