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

Destiny 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	$2.73M	Buy	55,078 +1,887	+4%	+$94.1K	0.38%	55
2026 Q1	$2.65M	Sell	53,191 -2,321	-4%	-$116K	0.29%	68
2025 Q4	$2.78M	Sell	55,512 -3,774	-6%	-$189K	0.32%	63
2025 Q3	$2.95M	Sell	59,286 -257	-0.4%	-$12.7K	0.36%	60
2025 Q2	$2.93M	Buy	59,543 +4,864	+9%	+$238K	0.39%	62
2025 Q1	$2.69M	Buy	54,679 +4,125	+8%	+$202K	0.43%	60
2024 Q4	$2.46M	Buy	50,554 +2,885	+6%	+$141K	0.4%	62
2024 Q3	$2.36M	Sell	47,669 -923	-2%	-$45.2K	0.41%	60
2024 Q2	$2.33M	Sell	48,592 -1,039	-2%	-$49.9K	0.42%	59
2024 Q1	$2.39M	Sell	49,631 -1,470	-3%	-$70.9K	0.43%	57
2023 Q4	$2.47M	Sell	51,101 -1,761	-3%	-$83.5K	0.46%	57
2023 Q3	$2.5M	Sell	52,862 -18,033	-25%	-$858K	0.5%	56
2023 Q2	$3.38M	Sell	70,895 -3,265	-4%	-$156K	0.65%	49
2023 Q1	$3.55M	Sell	74,160 -8,742	-11%	-$418K	0.73%	43
2022 Q4	$3.93M	Sell	82,902 -1,711	-2%	-$80.9K	0.85%	37
2022 Q3	$4.01M	Buy	84,613 +5,162	+6%	+$249K	0.9%	38
2022 Q2	$3.84M	Sell	79,451 -939	-1%	-$45.6K	0.85%	41
2022 Q1	$3.94M	Sell	80,390 -815	-1%	-$40.4K	0.77%	43
2021 Q4	$4.06M	Sell	81,205 -2,950	-4%	-$148K	0.78%	47
2021 Q3	$4.26M	Sell	84,155 -14,302	-15%	-$726K	0.85%	46
2021 Q2	$5.01M	Sell	98,457 -3,976	-4%	-$203K	0.96%	45
2021 Q1	$5.23M	Sell	102,433 -1,156	-1%	-$59.4K	1.09%	33
2020 Q4	$5.33M	Buy	+103,589	New	+$5.34M	1.11%	32

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 $103B AUM 28.65% 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

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

Destiny Wealth Partners increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.5% in Q2 2026, buying an estimated $94.1K and bringing the position to 55,078 shares worth $2.73M. The position accounts for 0.38% of the portfolio, ranked #55.

Destiny Wealth Partners first reported a position in LMBS in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.33M in Q4 2020. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Destiny Wealth Partners held 55,078 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.73M as of Q2 2026.
Destiny Wealth Partners bought 1,887 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $94.1K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.38% of Destiny Wealth Partners's portfolio in Q2 2026, its #55 holding.
Destiny Wealth Partners 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 23 quarters since.
Destiny Wealth Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $5.33M in Q4 2020.
453 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 Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.