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

Beacon Pointe 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 Q1	$550K	Sell	11,033 -916	-8%	-$45.9K	﹤0.01%	1254
2025 Q4	$597K	Sell	11,949 -51	-0.4%	-$2.55K	﹤0.01%	1015
2025 Q3	$597K	Buy	12,000 +734	+7%	+$36.3K	0.01%	948
2025 Q2	$555K	Sell	11,266 -722	-6%	-$35.3K	0.01%	854
2025 Q1	$589K	Sell	11,988 -264	-2%	-$12.9K	0.01%	807
2024 Q4	$596K	Sell	12,252 -683	-5%	-$33.4K	0.01%	785
2024 Q3	$639K	Sell	12,935 -495	-4%	-$24.2K	0.01%	766
2024 Q2	$645K	Sell	13,430 -3,020	-18%	-$145K	0.01%	793
2024 Q1	$794K	Sell	16,450 -3,160	-16%	-$152K	0.01%	754
2023 Q4	$948K	Sell	19,610 -14,488	-42%	-$687K	0.01%	677
2023 Q3	$1.61M	Sell	34,098 -4,800	-12%	-$228K	0.02%	510
2023 Q2	$1.85M	Sell	38,898 -1,420	-4%	-$68.1K	0.03%	394
2023 Q1	$1.93M	Sell	40,318 -9,790	-20%	-$469K	0.03%	400
2022 Q4	$2.38M	Sell	50,108 -51,427	-51%	-$2.43M	0.05%	324
2022 Q3	$4.81M	Sell	101,535 -30,281	-23%	-$1.46M	0.11%	177
2022 Q2	$6.37M	Sell	131,816 -38,547	-23%	-$1.87M	0.13%	153
2022 Q1	$8.34M	Buy	170,363 +157,463	+1,221%	+$7.8M	0.11%	181
2021 Q4	$645K	Sell	12,900 -1,500	-10%	-$75.4K	0.02%	486
2021 Q3	$728K	Buy	14,400 +8,480	+143%	+$430K	0.02%	459
2021 Q2	$301K	Buy	+5,920	New	+$302K	0.01%	655
2020 Q3	–	Sell	-3,909	Closed	-$202K	–	416
2020 Q2	$202K	Buy	+3,909	New	+$202K	0.02%	373

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Beacon Pointe Advisors's LMBS Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.7% in Q1 2026, selling an estimated $45.9K and leaving 11,033 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Beacon Pointe Advisors first reported a position in LMBS in Q2 2020 and has held it in 21 quarters since. The position peaked at $8.34M in Q1 2022. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Beacon Pointe Advisors held 11,033 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $550K as of Q1 2026.
Beacon Pointe Advisors sold 916 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $45.9K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1254 holding.
Beacon Pointe Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2020 and has held it in 21 quarters since.
Beacon Pointe Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $8.34M in Q1 2022.
440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.