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

Concentrum Wealth Management’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
Q1 		– Sell
-14,544
Closed -$727K – 115
2025
Q4 		$727K Hold
14,544
– – 0.2% 43
2025
Q3 		$724K Hold
14,544
– – 0.21% 41
2025
Q2 		$716K Sell
14,544
-1,255
-8% -$61.4K 0.22% 41
2025
Q1 		$777K Hold
15,799
– – 0.29% 41
2024
Q4 		$769K Sell
15,799
-4,900
-24% -$239K 0.27% 40
2024
Q3 		$1.02M Hold
20,699
– – 0.4% 31
2024
Q2 		$995K Hold
20,699
– – 0.42% 30
2024
Q1 		$999K Hold
20,699
– – 0.46% 29
2023
Q4 		$1M Sell
20,699
-1,935
-9% -$91.7K 0.52% 26
2023
Q3 		$1.07M Hold
22,634
– – 0.65% 24
2023
Q2 		$1.08M Hold
22,634
– – 0.69% 26
2023
Q1 		$1.08M Hold
22,634
– – 0.8% 28
2022
Q4 		$1.07M Hold
22,634
– – 0.96% 27
2022
Q3 		$1.07M Sell
22,634
-1,935
-8% -$93.4K 0.93% 25
2022
Q2 		$1.19M Sell
24,569
-7,496
-23% -$364K 0.97% 22
2022
Q1 		$1.57M Sell
32,065
-1,246
-4% -$61.7K 0.98% 24
2021
Q4 		$1.67M Sell
33,311
-32,257
-49% -$1.62M 0.87% 27
2021
Q3 		$3.32M Sell
65,568
-11,409
-15% -$579K 2.08% 13
2021
Q2 		$3.92M Sell
76,977
-5,969
-7% -$305K 2.52% 9
2021
Q1 		$4.24M Sell
82,946
-6,444
-7% -$331K 3.2% 7
2020
Q4 		$4.6M Buy
89,390
+56,964
+176% +$2.94M 3.63% 7
2020
Q3 		$1.68M Buy
+32,426
New +$1.68M 1.6% 14

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Concentrum Wealth Management's LMBS Position: Q1 2026 in Review

Concentrum Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026, closing a stake of 14,544 shares — an estimated $727K sold.

Concentrum Wealth Management first reported a position in LMBS in Q3 2020 and held it in 22 quarters. The position peaked at $4.6M in Q4 2020. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Concentrum Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • Concentrum Wealth Management sold 14,544 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $727K.
  • Concentrum Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2020 and held it in 22 quarters.
  • Concentrum Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.6M in Q4 2020.
  • 440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.