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

Bigelow Investment 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 		$2.27M Sell
45,609
-3,761
-8% -$189K 0.91% 31
2025
Q4 		$2.47M Sell
49,370
-1,379
-3% -$68.9K 0.96% 28
2025
Q3 		$2.53M Buy
50,749
+2,395
+5% +$119K 1.02% 27
2025
Q2 		$2.38M Buy
48,354
+2,990
+7% +$146K 1.05% 25
2025
Q1 		$2.23M Buy
45,364
+4,351
+11% +$213K 1.06% 22
2024
Q4 		$2M Buy
41,013
+4,108
+11% +$201K 0.94% 27
2024
Q3 		$1.82M Buy
36,905
+2,829
+8% +$138K 0.81% 32
2024
Q2 		$1.64M Buy
34,076
+2,523
+8% +$121K 0.78% 32
2024
Q1 		$1.52M Buy
31,553
+625
+2% +$30.1K 0.75% 35
2023
Q4 		$1.49M Buy
30,928
+2,037
+7% +$96.6K 0.81% 34
2023
Q3 		$1.36M Buy
28,891
+601
+2% +$28.6K 0.78% 39
2023
Q2 		$1.35M Buy
+28,290
New +$1.36M 0.74% 42
2023
Q1 		– Sell
-19,207
Closed -$919K – 48
2022
Q4 		$911K Buy
+19,207
New +$908K 0.53% 61

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

Bigelow Investment Advisors's LMBS Position: Q1 2026 in Review

Bigelow Investment Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.6% in Q1 2026, selling an estimated $189K and leaving 45,609 shares worth $2.27M. The position accounts for 0.91% of the portfolio, ranked #31.

Bigelow Investment Advisors first reported a position in LMBS in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.53M in Q3 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Bigelow Investment Advisors held 45,609 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.27M as of Q1 2026.
  • Bigelow Investment Advisors sold 3,761 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $189K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.91% of Bigelow Investment Advisors's portfolio in Q1 2026, its #31 holding.
  • Bigelow Investment Advisors 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 13 quarters since.
  • Bigelow Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.53M in Q3 2025.
  • 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 Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.