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

Centennial Wealth Advisory’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 Q3	$8.24M	Sell	170,031 -5,198	-3%	-$257K	1.7%	16
2026 Q2	$8.72M	Sell	175,229 -75,756	-30%	-$3.78M	1.88%	13
2026 Q1	$12.5M	Buy	250,985 +119,195	+90%	+$5.98M	3.03%	9
2025 Q4	$6.59M	Buy	131,790 +5,002	+4%	+$250K	1.74%	13
2025 Q3	$6.31M	Buy	126,788 +43,952	+53%	+$2.18M	1.76%	13
2025 Q2	$4.08M	Buy	82,836 +46,971	+131%	+$2.3M	1.3%	14
2025 Q1	$1.76M	Buy	35,865 +12,673	+55%	+$619K	0.64%	23
2024 Q4	$1.13M	Buy	23,192 +13,784	+147%	+$673K	0.44%	28
2024 Q3	$465K	Sell	9,408 -40,273	-81%	-$1.97M	0.18%	70
2024 Q2	$2.39M	Buy	49,681 +1,271	+3%	+$61K	1.03%	18
2024 Q1	$2.34M	Buy	48,410 +8,380	+21%	+$404K	1.08%	17
2023 Q4	$1.93M	Sell	40,030 -9,503	-19%	-$451K	0.99%	20
2023 Q3	$2.34M	Buy	49,533 +168	+0.3%	+$7.99K	1.26%	23
2023 Q2	$2.35M	Sell	49,365 -258	-0.5%	-$12.4K	1.23%	23
2023 Q1	$2.38M	Buy	49,623 +2,342	+5%	+$112K	1.26%	24
2022 Q4	$2.24M	Sell	47,281 -5,014	-10%	-$237K	1.25%	23
2022 Q3	$2.48M	Sell	52,295 -3,488	-6%	-$168K	1.45%	20
2022 Q2	$2.69M	Sell	55,783 -5,656	-9%	-$275K	1.51%	24
2022 Q1	$3.01M	Buy	61,439 +9,180	+18%	+$455K	1.64%	28
2021 Q4	$2.61M	Sell	52,259 -84,586	-62%	-$4.25M	1.48%	23
2021 Q3	$6.92M	Buy	136,845 +2,545	+2%	+$129K	4.13%	8
2021 Q2	$6.84M	Buy	134,300 +30,380	+29%	+$1.55M	4.28%	6
2021 Q1	$5.31M	Buy	103,920 +16,513	+19%	+$848K	3.5%	8
2020 Q4	$4.5M	Buy	+87,407	New	+$4.51M	3.19%	10

Other funds holding LMBS

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return

Centennial Wealth Advisory's LMBS Position: Q3 2026 in Review

Centennial Wealth Advisory reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3% in Q3 2026, selling an estimated $257K and leaving 170,031 shares worth $8.24M. The position accounts for 1.7% of the portfolio, ranked #16.

Centennial Wealth Advisory first reported a position in LMBS in Q4 2020 and has held it in 24 quarters since. The position peaked at $12.5M in Q1 2026. 106 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Centennial Wealth Advisory held 170,031 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $8.24M as of Q3 2026.
Centennial Wealth Advisory sold 5,198 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $257K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.7% of Centennial Wealth Advisory's portfolio in Q3 2026, its #16 holding.
Centennial Wealth Advisory first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and has held it in 24 quarters since.
Centennial Wealth Advisory's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $12.5M in Q1 2026.
106 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.