Brookstone Capital Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Brookstone Capital Management’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	$22.3M	Sell	448,829 -3,788	-0.8%	-$189K	0.22%	122
2026 Q1	$22.5M	Sell	452,617 -100	-0%	-$5.01K	0.26%	102
2025 Q4	$22.6M	Buy	452,717 +18,576	+4%	+$929K	0.26%	100
2025 Q3	$21.6M	Sell	434,141 -7,553	-2%	-$374K	0.26%	97
2025 Q2	$21.8M	Buy	441,694 +3,817	+0.9%	+$187K	0.29%	88
2025 Q1	$21.5M	Sell	437,877 -27,467	-6%	-$1.34M	0.31%	83
2024 Q4	$22.6M	Sell	465,344 -7,156	-2%	-$350K	0.33%	72
2024 Q3	$23.3M	Buy	472,500 +1,364	+0.3%	+$66.8K	0.34%	64
2024 Q2	$22.9M	Buy	471,136 +449,249	+2,053%	+$21.6M	0.38%	56
2024 Q1	$1.06M	Sell	21,887 -4,311	-16%	-$208K	0.02%	479
2023 Q4	$1.27M	Buy	26,198 +21,187	+423%	+$1M	0.02%	411
2023 Q3	$234K	Buy	+5,011	New	+$238K	0.01%	734

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

Brookstone Capital Management's LMBS Position: Q2 2026 in Review

Brookstone Capital Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.84% in Q2 2026, selling an estimated $189K and leaving 448,829 shares worth $22.3M. The position accounts for 0.22% of the portfolio, ranked #122.

Brookstone Capital Management first reported a position in LMBS in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.3M in Q3 2024. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Brookstone Capital Management held 448,829 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $22.3M as of Q2 2026.
Brookstone Capital Management sold 3,788 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $189K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.22% of Brookstone Capital Management's portfolio in Q2 2026, its #122 holding.
Brookstone Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2023 and has held it in 12 quarters since.
Brookstone Capital Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $23.3M in Q3 2024.
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 Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.