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

Darwin 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
Q2 		$9.58M Buy
192,500
+6,370
+3% +$318K 2.62% 8
2026
Q1 		$9.27M Buy
186,130
+11,669
+7% +$585K 2.89% 7
2025
Q4 		$8.72M Buy
174,461
+1,429
+0.8% +$71.4K 2.71% 9
2025
Q3 		$8.62M Buy
173,032
+2,334
+1% +$116K 2.74% 9
2025
Q2 		$8.41M Sell
170,698
-17,752
-9% -$869K 2.91% 7
2025
Q1 		$9.17M Hold
188,450
– – 3.08% 5
2024
Q4 		$9.17M Sell
188,450
-28,161
-13% -$1.38M 3.08% 5
2024
Q3 		$10.7M Sell
216,611
-6,528
-3% -$320K 2.94% 7
2024
Q2 		$10.7M Sell
223,139
-6,785
-3% -$326K 5.32% 3
2024
Q1 		$11.1M Sell
229,924
-8,862
-4% -$427K 3.09% 8
2023
Q4 		$11.5M Sell
238,786
-20,118
-8% -$954K 3.1% 7
2023
Q3 		$12.2M Sell
258,904
-7,018
-3% -$334K 3.29% 5
2023
Q2 		$12.6M Buy
265,922
+259
+0.1% +$12.4K 3.25% 7
2023
Q1 		$12.7M Sell
265,663
-6,273
-2% -$300K 3.45% 6
2022
Q4 		$13.1M Buy
271,936
+100,412
+59% +$4.75M 3.38% 7
2022
Q3 		$8.05M Sell
171,524
-16,126
-9% -$778K 2.01% 14
2022
Q2 		$9.1M Sell
187,650
-17,616
-9% -$856K 1.84% 15
2022
Q1 		$10M Sell
205,266
-25,482
-11% -$1.26M 1.65% 14
2021
Q4 		$11.5M Sell
230,748
-89,262
-28% -$4.49M 1.81% 14
2021
Q3 		$16.2M Buy
320,010
+859
+0.3% +$43.6K 2.59% 9
2021
Q2 		$16.2M Buy
319,151
+33,427
+12% +$1.71M 2.64% 9
2021
Q1 		$14.6M Buy
285,724
+39,569
+16% +$2.03M 2.55% 10
2020
Q4 		$12.7M Buy
246,155
+6,010
+3% +$310K 2.38% 8
2020
Q3 		$12.4M Buy
240,145
+131,484
+121% +$6.8M 2.68% 8
2020
Q2 		$5.62M Buy
108,661
+108,361
+36,120% +$5.6M 1.43% 21
2020
Q1 		$15K Buy
+300
New +$15.6K ﹤0.01% 401

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Darwin Wealth Management's LMBS Position: Q2 2026 in Review

Darwin Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.4% in Q2 2026, buying an estimated $318K and bringing the position to 192,500 shares worth $9.58M. The position accounts for 2.62% of the portfolio, ranked #8.

Darwin Wealth Management first reported a position in LMBS in Q1 2020 and has held it in 26 quarters since. The position peaked at $16.2M in Q2 2021. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Darwin Wealth Management held 192,500 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $9.58M as of Q2 2026.
  • Darwin Wealth Management bought 6,370 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $318K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.62% of Darwin Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Darwin Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and has held it in 26 quarters since.
  • Darwin Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $16.2M in Q2 2021.
  • 457 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 Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.