Benjamin Edwards Inc’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Benjamin Edwards Inc’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	$2.98M	Sell	59,846 -886	-1%	-$44.2K	0.03%	461
2026 Q1	$3.03M	Sell	60,732 -74,072	-55%	-$3.71M	0.03%	436
2025 Q4	$6.74M	Buy	134,804 +26,301	+24%	+$1.31M	0.07%	252
2025 Q3	$5.4M	Buy	108,503 +2,102	+2%	+$104K	0.06%	288
2025 Q2	$5.24M	Buy	106,401 +16,633	+19%	+$814K	0.07%	269
2025 Q1	$4.41M	Buy	89,768 +10,704	+14%	+$523K	0.06%	278
2024 Q4	$3.85M	Buy	79,064 +9,280	+13%	+$453K	0.06%	302
2024 Q3	$3.45M	Buy	69,784 +64,831	+1,309%	+$3.17M	0.05%	333
2024 Q2	$238K	Sell	4,953 -1,862	-27%	-$89.4K	0.05%	321
2024 Q1	$329K	Buy	6,815 +3,096	+83%	+$149K	0.07%	273
2023 Q4	$180K	Buy	3,719 +3,472	+1,406%	+$165K	0.04%	337
2023 Q3	$12K	Sell	247 -3	-1%	-$143	﹤0.01%	565
2023 Q2	$12K	Buy	250 +95	+61%	+$4.55K	﹤0.01%	561
2023 Q1	$7K	Sell	155 -158	-50%	-$7.56K	﹤0.01%	607
2022 Q4	$15K	Sell	313 -170	-35%	-$8.04K	﹤0.01%	546
2022 Q3	$23K	Buy	483 +57	+13%	+$2.75K	0.01%	494
2022 Q2	$21K	Sell	426 -800	-65%	-$38.9K	0.01%	512
2022 Q1	$60K	Buy	1,226 +987	+413%	+$48.9K	0.02%	436
2021 Q4	$12K	Sell	239 -103	-30%	-$5.18K	﹤0.01%	566
2021 Q3	$17K	Hold	342	–	–	0.01%	415
2021 Q2	$17K	Sell	342 -305	-47%	-$15.6K	0.01%	344
2021 Q1	$33K	Sell	647 -2,785	-81%	-$143K	0.03%	277
2020 Q4	$177K	Sell	3,432 -371	-10%	-$19.1K	0.14%	157
2020 Q3	$197K	Buy	3,803 +2,931	+336%	+$152K	0.16%	130
2020 Q2	$45K	Sell	872 -91	-9%	-$4.7K	0.04%	208
2020 Q1	$49K	Buy	+963	New	+$50K	0.05%	175

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

Benjamin Edwards Inc's LMBS Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.5% in Q2 2026, selling an estimated $44.2K and leaving 59,846 shares worth $2.98M. The position accounts for 0.03% of the portfolio, ranked #461.

Benjamin Edwards Inc first reported a position in LMBS in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.74M in Q4 2025. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Benjamin Edwards Inc held 59,846 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.98M as of Q2 2026.
Benjamin Edwards Inc sold 886 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $44.2K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Benjamin Edwards Inc's portfolio in Q2 2026, its #461 holding.
Benjamin Edwards Inc first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and has held it in 26 quarters since.
Benjamin Edwards Inc's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.74M in Q4 2025.
456 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 Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.