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

Daymark Wealth Partners’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	–	Sell	-4,686	Closed	-$233K	–	840
2026 Q1	$233K	Hold	4,686	–	–	0.01%	663
2025 Q4	$234K	Sell	4,686 -328	-7%	-$16.4K	0.01%	547
2025 Q3	$250K	Buy	5,014 +787	+19%	+$39K	0.01%	538
2025 Q2	$208K	Buy	+4,227	New	+$207K	0.01%	534
2024 Q1	–	Sell	-4,343	Closed	-$210K	–	438
2023 Q4	$210K	Sell	4,343 -1,340	-24%	-$63.5K	0.01%	380
2023 Q3	$268K	Sell	5,683 -450	-7%	-$21.4K	0.02%	323
2023 Q2	$292K	Buy	6,133 +78	+1%	+$3.74K	0.02%	299
2023 Q1	$290K	Buy	+6,055	New	+$290K	0.04%	241

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

Daymark Wealth Partners's LMBS Position: Q2 2026 in Review

Daymark Wealth Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026, closing a stake of 4,686 shares — an estimated $233K sold.

Daymark Wealth Partners first reported a position in LMBS in Q1 2023 and held it in 8 quarters. The position peaked at $292K in Q2 2023. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Daymark Wealth Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2026 after selling out during the quarter.
Daymark Wealth Partners sold 4,686 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $233K.
Daymark Wealth Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2023 and held it in 8 quarters.
Daymark Wealth Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $292K in Q2 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 Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.