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

Dominguez Wealth Management Solutions’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
Q3 		$3.33M Buy
68,731
+195
+0.3% +$9.6K 1.84% 10
2026
Q2 		$3.41M Buy
68,536
+2,681
+4% +$134K 1.88% 9
2026
Q1 		$3.28M Buy
65,855
+1,062
+2% +$53.2K 1.99% 9
2025
Q4 		$3.24M Buy
64,793
+28
+0% +$1.4K 1.98% 9
2025
Q3 		$3.22M Buy
64,765
+493
+0.8% +$24.4K 2.04% 9
2025
Q2 		$3.17M Buy
64,272
+1,035
+2% +$50.7K 2.2% 10
2025
Q1 		$3.11M Buy
63,237
+785
+1% +$38.4K 2.28% 9
2024
Q4 		$3.04M Buy
62,452
+187
+0.3% +$9.14K 2.22% 9
2024
Q3 		$3.08M Sell
62,265
-3,933
-6% -$193K 2.23% 10
2024
Q2 		$3.18M Buy
66,198
+727
+1% +$34.9K 2.4% 9
2024
Q1 		$3.16M Buy
65,471
+2,152
+3% +$104K 2.49% 9
2023
Q4 		$3.06M Sell
63,319
-41,596
-40% -$1.97M 2.54% 9
2023
Q3 		$4.96M Sell
104,915
-1,981
-2% -$94.2K 4.58% 6
2023
Q2 		$5.1M Buy
106,896
+2,769
+3% +$133K 4.45% 6
2023
Q1 		$4.98M Buy
104,127
+4,664
+5% +$223K 4.57% 6
2022
Q4 		$4.72M Buy
+99,463
New +$4.7M 4.69% 6

Other funds holding LMBS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Dominguez Wealth Management Solutions's LMBS Position: Q3 2026 in Review

Dominguez Wealth Management Solutions increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.28% in Q3 2026, buying an estimated $9.6K and bringing the position to 68,731 shares worth $3.33M. The position accounts for 1.84% of the portfolio, ranked #10.

Dominguez Wealth Management Solutions first reported a position in LMBS in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.1M in Q2 2023. 298 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • Dominguez Wealth Management Solutions held 68,731 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.33M as of Q3 2026.
  • Dominguez Wealth Management Solutions bought 195 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $9.6K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.84% of Dominguez Wealth Management Solutions's portfolio in Q3 2026, its #10 holding.
  • Dominguez Wealth Management Solutions first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and has held it in 16 quarters since.
  • Dominguez Wealth Management Solutions's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $5.1M in Q2 2023.
  • 298 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.