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

BlueChip Wealth 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	$303K	Hold	6,084	–	–	0.11%	139
2026 Q1	$303K	Sell	6,084 -1,105	-15%	-$55.4K	0.13%	114
2025 Q4	$359K	Sell	7,189 -1,370	-16%	-$68.5K	0.15%	110
2025 Q3	$426K	Sell	8,559 -21,387	-71%	-$1.06M	0.18%	89
2025 Q2	$1.48M	Sell	29,946 -907	-3%	-$44.4K	0.66%	36
2025 Q1	$1.52M	Buy	30,853 +3,656	+13%	+$179K	0.74%	33
2024 Q4	$1.32M	Sell	27,197 -6,598	-20%	-$322K	0.73%	32
2024 Q3	$1.67M	Sell	33,795 -3,317	-9%	-$162K	0.87%	28
2024 Q2	$1.78M	Sell	37,112 -1,119	-3%	-$53.7K	1.05%	26
2024 Q1	$1.84M	Sell	38,231 -3,437	-8%	-$166K	1.19%	23
2023 Q4	$2.01M	Buy	+41,668	New	+$1.98M	1.41%	16

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 $103B AUM 28.65% 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

BlueChip Wealth Advisors's LMBS Position: Q2 2026 in Review

BlueChip Wealth Advisors held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 6,084 shares worth $303K. The position accounts for 0.11% of the portfolio, ranked #139.

BlueChip Wealth Advisors first reported a position in LMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.01M in Q4 2023. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

BlueChip Wealth Advisors held 6,084 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $303K as of Q2 2026.
BlueChip Wealth Advisors left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.11% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #139 holding.
BlueChip Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
BlueChip Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.01M in Q4 2023.
453 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 BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.