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Berger Financial Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Berger Financial Group’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 		$56.2M Buy
1,127,689
+72,760
+7% +$3.65M 3.14% 7
2025
Q4 		$52.7M Buy
1,054,929
+43,188
+4% +$2.16M 3.05% 6
2025
Q3 		$50.4M Buy
1,011,741
+20,541
+2% +$1.02M 3.01% 6
2025
Q2 		$48.8M Buy
991,200
+20,827
+2% +$1.02M 3.15% 6
2025
Q1 		$47.7M Buy
970,373
+88,782
+10% +$4.34M 3.31% 6
2024
Q4 		$42.9M Buy
881,591
+24,274
+3% +$1.19M 2.96% 6
2024
Q3 		$42.4M Buy
857,317
+7,125
+0.8% +$349K 3.06% 6
2024
Q2 		$40.9M Buy
850,192
+23,327
+3% +$1.12M 3.26% 6
2024
Q1 		$39.9M Buy
826,865
+289,877
+54% +$14M 3.29% 5
2023
Q4 		$25.9M Sell
536,988
-5,403
-1% -$256K 2.69% 8
2023
Q3 		$25.6M Buy
542,391
+9,720
+2% +$462K 2.94% 8
2023
Q2 		$25.4M Buy
532,671
+1,685
+0.3% +$80.8K 2.88% 6
2023
Q1 		$25.4M Buy
530,986
+17,370
+3% +$832K 3.06% 6
2022
Q4 		$24.4M Buy
+513,616
New +$24.3M 3.21% 4

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Berger Financial Group's LMBS Position: Q1 2026 in Review

Berger Financial Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6.9% in Q1 2026, buying an estimated $3.65M and bringing the position to 1,127,689 shares worth $56.2M. The position accounts for 3.14% of the portfolio, ranked #7.

Berger Financial Group first reported a position in LMBS in Q4 2022 and has held it in 14 quarters since. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Berger Financial Group held 1,127,689 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $56.2M as of Q1 2026.
  • Berger Financial Group bought 72,760 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $3.65M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 3.14% of Berger Financial Group's portfolio in Q1 2026, its #7 holding.
  • Berger Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and has held it in 14 quarters since.
  • 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 Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.