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

Columbia Advisory Partners’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	$624K	Buy	12,537 +242	+2%	+$12.1K	0.34%	45
2026 Q1	$612K	Sell	12,295 -2,006	-14%	-$101K	0.39%	45
2025 Q4	$715K	Sell	14,301 -4,065	-22%	-$203K	0.49%	37
2025 Q3	$914K	Sell	18,366 -7,466	-29%	-$370K	0.63%	31
2025 Q2	$1.27M	Sell	25,832 -1,230	-5%	-$60.2K	0.96%	25
2025 Q1	$1.33M	Buy	27,062 +426	+2%	+$20.8K	1.15%	23
2024 Q4	$1.3M	Buy	26,636 +1,459	+6%	+$71.3K	1.21%	22
2024 Q3	$1.24M	Buy	25,177 +125	+0.5%	+$6.12K	1.18%	21
2024 Q2	$1.2M	Buy	25,052 +6,398	+34%	+$307K	1.17%	20
2024 Q1	$900K	Buy	+18,654	New	+$899K	0.91%	19

Other funds holding LMBS

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

Columbia Advisory Partners's LMBS Position: Q2 2026 in Review

Columbia Advisory Partners increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2% in Q2 2026, buying an estimated $12.1K and bringing the position to 12,537 shares worth $624K. The position accounts for 0.34% of the portfolio, ranked #45.

Columbia Advisory Partners first reported a position in LMBS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.33M in Q1 2025. 183 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Columbia Advisory Partners held 12,537 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $624K as of Q2 2026.
Columbia Advisory Partners bought 242 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $12.1K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.34% of Columbia Advisory Partners's portfolio in Q2 2026, its #45 holding.
Columbia Advisory Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2024 and has held it in 10 quarters since.
Columbia Advisory Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.33M in Q1 2025.
183 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 Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.