Center for Financial Planning’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Center for Financial Planning’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	$3.21M	Sell	64,522 -1,989	-3%	-$99.2K	0.3%	26
2026 Q1	$3.31M	Buy	66,511 +540	+0.8%	+$27.1K	0.35%	23
2025 Q4	$3.3M	Sell	65,971 -3,075	-4%	-$154K	0.34%	21
2025 Q3	$3.44M	Buy	69,046 +4,046	+6%	+$200K	0.37%	19
2025 Q2	$3.2M	Sell	65,000 -20,359	-24%	-$997K	0.37%	19
2025 Q1	$4.2M	Buy	85,359 +8,116	+11%	+$397K	0.54%	15
2024 Q4	$3.76M	Buy	+77,243	New	+$3.77M	0.5%	16
2021 Q2	–	Sell	-1,000	Closed	-$51K	–	524
2021 Q1	$51K	Sell	1,000 -575	-37%	-$29.5K	0.01%	210
2020 Q4	$81K	Buy	+1,575	New	+$81.2K	0.02%	162

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

Center for Financial Planning's LMBS Position: Q2 2026 in Review

Center for Financial Planning reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3% in Q2 2026, selling an estimated $99.2K and leaving 64,522 shares worth $3.21M. The position accounts for 0.3% of the portfolio, ranked #26.

Center for Financial Planning first reported a position in LMBS in Q4 2020 and has held it in 9 quarters since. The position peaked at $4.2M in Q1 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Center for Financial Planning held 64,522 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.21M as of Q2 2026.
Center for Financial Planning sold 1,989 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $99.2K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.3% of Center for Financial Planning's portfolio in Q2 2026, its #26 holding.
Center for Financial Planning 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 9 quarters since.
Center for Financial Planning's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.2M in Q1 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 Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.