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Commonwealth Financial Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Commonwealth Financial Services’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 		$2.88M Sell
57,838
-236,193
-80% -$11.8M 0.39% 56
2026
Q1 		$14.6M Buy
294,031
+289,982
+7,162% +$14.5M 2.32% 10
2025
Q4 		$202K Buy
+4,049
New +$202K 0.03% 222
2025
Q3 		– Sell
-5,414
Closed -$267K – 234
2025
Q2 		$267K Sell
5,414
-138,243
-96% -$6.77M 0.05% 168
2025
Q1 		$7.06M Buy
143,657
+6,357
+5% +$311K 1.45% 20
2024
Q4 		$6.68M Buy
137,300
+3,442
+3% +$168K 1.31% 24
2024
Q3 		$6.62M Buy
133,858
+127,285
+1,936% +$6.23M 1.31% 27
2024
Q2 		$317K Sell
6,573
-23,412
-78% -$1.12M 0.07% 134
2024
Q1 		$1.45M Hold
29,985
– – 0.34% 49
2023
Q4 		$1.45M Sell
29,985
-101,540
-77% -$4.81M 0.34% 49
2023
Q3 		$6.21M Buy
+131,525
New +$6.25M 1.85% 16

Other funds holding LMBS

AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Commonwealth Financial Services's LMBS Position: Q2 2026 in Review

Commonwealth Financial Services reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 80% in Q2 2026, selling an estimated $11.8M and leaving 57,838 shares worth $2.88M. The position accounts for 0.39% of the portfolio, ranked #56.

Commonwealth Financial Services first reported a position in LMBS in Q3 2023 and has held it in 11 quarters since. The position peaked at $14.6M in Q1 2026. 76 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Commonwealth Financial Services held 57,838 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.88M as of Q2 2026.
  • Commonwealth Financial Services sold 236,193 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $11.8M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.39% of Commonwealth Financial Services's portfolio in Q2 2026, its #56 holding.
  • Commonwealth Financial Services 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 11 quarters since.
  • Commonwealth Financial Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $14.6M in Q1 2026.
  • 76 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 Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.