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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
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% +$9.13K 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

AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Dominguez Wealth Management Solutions's LMBS Position: Q2 2026 in Review

Dominguez Wealth Management Solutions increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4.1% in Q2 2026, buying an estimated $134K and bringing the position to 68,536 shares worth $3.41M. The position accounts for 1.88% of the portfolio, ranked #9.

Dominguez Wealth Management Solutions first reported a position in LMBS in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.1M in Q2 2023. 76 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Dominguez Wealth Management Solutions held 68,536 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.41M as of Q2 2026.
  • Dominguez Wealth Management Solutions bought 2,681 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $134K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.88% of Dominguez Wealth Management Solutions's portfolio in Q2 2026, its #9 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 15 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.
  • 76 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 Dominguez Wealth Management Solutions's 13F filing for Q2 2026, filed 9 Jul 2026.