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 Q2	$1.06M	Sell	21,246 -2,302	-10%	-$115K	0.02%	564
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 $1.89T 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

CreativeOne Wealth's LMBS Position: Q2 2026 in Review

CreativeOne Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 9.8% in Q2 2026, selling an estimated $115K and leaving 21,246 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #564.

CreativeOne Wealth first reported a position in LMBS in Q4 2020 and has held it in 10 quarters since. The position peaked at $4.59M in Q3 2021. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

CreativeOne Wealth held 21,246 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.06M as of Q2 2026.
CreativeOne Wealth sold 2,302 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $115K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #564 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 10 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.
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 CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.