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

Clearstead 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	$1.84K	Hold	37	–	–	﹤0.01%	2513
2026 Q1	$1.82K	Buy	37 +1	+3%	+$50	﹤0.01%	1921
2025 Q4	$1.81K	Hold	36	–	–	﹤0.01%	2153
2025 Q3	$1.78K	Buy	36 +1	+3%	+$49	﹤0.01%	2479
2025 Q2	$1.75K	Hold	35	–	–	﹤0.01%	2352
2025 Q1	$1.73K	Sell	35 -731	-95%	-$35.7K	﹤0.01%	1923
2024 Q4	$37.3K	Buy	766 +689	+895%	+$33.7K	﹤0.01%	1231
2024 Q3	$3.79K	Buy	77 +43	+126%	+$2.1K	﹤0.01%	1756
2024 Q2	$1.63K	Buy	+34	New	+$1.63K	﹤0.01%	1839

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

Clearstead Advisors's LMBS Position: Q2 2026 in Review

Clearstead Advisors held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 37 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2513.

Clearstead Advisors first reported a position in LMBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $37.3K in Q4 2024. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Clearstead Advisors held 37 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.84K as of Q2 2026.
Clearstead 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 ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2513 holding.
Clearstead Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $37.3K in Q4 2024.
456 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.