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 Q2	$2.15M	Sell	43,258 -2,351	-5%	-$117K	0.78%	33
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 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

Bigelow Investment Advisors's LMBS Position: Q2 2026 in Review

Bigelow Investment Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.2% in Q2 2026, selling an estimated $117K and leaving 43,258 shares worth $2.15M. The position accounts for 0.78% of the portfolio, ranked #33.

Bigelow Investment Advisors first reported a position in LMBS in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.53M in Q3 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Bigelow Investment Advisors held 43,258 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.15M as of Q2 2026.
Bigelow Investment Advisors sold 2,351 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $117K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.78% of Bigelow Investment Advisors's portfolio in Q2 2026, its #33 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 14 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.
457 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 Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.