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 Q2	$56.7M	Buy	1,139,455 +11,766	+1%	+$587K	2.9%	7
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 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

Berger Financial Group's LMBS Position: Q2 2026 in Review

Berger Financial Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1% in Q2 2026, buying an estimated $587K and bringing the position to 1,139,455 shares worth $56.7M. The position accounts for 2.9% of the portfolio, ranked #7.

Berger Financial Group first reported a position in LMBS in Q4 2022 and has held it in 15 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Berger Financial Group held 1,139,455 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $56.7M as of Q2 2026.
Berger Financial Group bought 11,766 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $587K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.9% of Berger Financial Group's portfolio in Q2 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 15 quarters since.
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 Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.