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

Creative 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	$618K	Sell	12,410 -1,160	-9%	-$57.9K	﹤0.01%	3029
2026 Q1	$676K	Buy	13,570 +4,223	+45%	+$212K	﹤0.01%	2785
2025 Q4	$467K	Sell	9,347 -508	-5%	-$25.4K	﹤0.01%	2907
2025 Q3	$491K	Sell	9,855 -3,568	-27%	-$177K	﹤0.01%	2739
2025 Q2	$661K	Sell	13,423 -4,237	-24%	-$207K	﹤0.01%	2221
2025 Q1	$868K	Buy	17,660 +7,110	+67%	+$347K	﹤0.01%	1827
2024 Q4	$513K	Sell	10,550 -1,683	-14%	-$82.2K	﹤0.01%	2197
2024 Q3	$604K	Sell	12,233 -6,011	-33%	-$294K	﹤0.01%	1940
2024 Q2	$877K	Sell	18,244 -6,683	-27%	-$321K	﹤0.01%	1506
2024 Q1	$1.2M	Sell	24,927 -2,024	-8%	-$97.6K	﹤0.01%	1216
2023 Q4	$1.3M	Sell	26,951 -886	-3%	-$42K	﹤0.01%	1102
2023 Q3	$1.32M	Buy	+27,837	New	+$1.32M	﹤0.01%	1038
2022 Q3	–	Sell	-7,545	Closed	-$364K	–	2388
2022 Q2	$364K	Buy	7,545 +7,382	+4,529%	+$359K	﹤0.01%	1482
2022 Q1	$8K	Buy	+163	New	+$8.07K	﹤0.01%	2210
2017 Q3	–	Sell	-42	Closed	-$2K	–	2907
2017 Q2	$2K	Hold	42	–	–	﹤0.01%	4316
2017 Q1	$2K	Buy	+42	New	+$2.19K	﹤0.01%	4296

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

Creative Planning's LMBS Position: Q2 2026 in Review

Creative Planning reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 8.5% in Q2 2026, selling an estimated $57.9K and leaving 12,410 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #3029.

Creative Planning first reported a position in LMBS in Q1 2017 and has held it in 16 quarters since. The position peaked at $1.32M in Q3 2023. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Creative Planning held 12,410 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $618K as of Q2 2026.
Creative Planning sold 1,160 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $57.9K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3029 holding.
Creative Planning first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2017 and has held it in 16 quarters since.
Creative Planning's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.32M in Q3 2023.
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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.