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

CreativeOne Wealth’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	$1.17M	Buy	23,548 +4,249	+22%	+$213K	0.03%	515
2025 Q4	$965K	Buy	19,299 +1,619	+9%	+$80.9K	0.02%	567
2025 Q3	$880K	Buy	17,680 +5,554	+46%	+$275K	0.02%	589
2025 Q2	$597K	Buy	12,126 +921	+8%	+$45.1K	0.02%	679
2025 Q1	$551K	Buy	+11,205	New	+$547K	0.02%	658
2022 Q1	–	Sell	-65,416	Closed	-$3.27M	–	780
2021 Q4	$3.27M	Sell	65,416 -25,295	-28%	-$1.27M	0.16%	97
2021 Q3	$4.59M	Buy	90,711 +85,425	+1,616%	+$4.34M	0.27%	72
2021 Q2	$269K	Buy	+5,286	New	+$270K	0.02%	568
2021 Q1	–	Sell	-8,295	Closed	-$427K	–	588
2020 Q4	$427K	Buy	+8,295	New	+$428K	0.04%	309

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CreativeOne Wealth's LMBS Position: Q1 2026 in Review

CreativeOne Wealth increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 22% in Q1 2026, buying an estimated $213K and bringing the position to 23,548 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #515.

CreativeOne Wealth first reported a position in LMBS in Q4 2020 and has held it in 9 quarters since. The position peaked at $4.59M in Q3 2021. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

CreativeOne Wealth held 23,548 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.17M as of Q1 2026.
CreativeOne Wealth bought 4,249 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $213K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of CreativeOne Wealth's portfolio in Q1 2026, its #515 holding.
CreativeOne Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and has held it in 9 quarters since.
CreativeOne Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.59M in Q3 2021.
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 CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.