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Dynamic Advisor Solutions’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Dynamic Advisor 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 		$851K Buy
17,105
+9,683
+130% +$483K 0.02% 522
2026
Q1 		$370K Sell
7,422
-1,974
-21% -$99K 0.01% 736
2025
Q4 		$470K Sell
9,396
-935
-9% -$46.7K 0.02% 643
2025
Q3 		$514K Sell
10,331
-1,408
-12% -$69.7K 0.01% 620
2025
Q2 		$578K Buy
11,739
+1,806
+18% +$88.4K 0.02% 572
2025
Q1 		$488K Buy
9,933
+1,282
+15% +$62.6K 0.02% 589
2024
Q4 		$421K Sell
8,651
-865
-9% -$42.3K 0.02% 456
2024
Q3 		$470K Sell
9,516
-1,119
-11% -$54.8K 0.01% 629
2024
Q2 		$511K Sell
10,635
-2,831
-21% -$136K 0.02% 620
2024
Q1 		$650K Sell
13,466
-10,772
-44% -$519K 0.02% 541
2023
Q4 		$1.17M Buy
+24,238
New +$1.15M 0.04% 385
2023
Q1 		– Sell
-17,638
Closed -$836K – 782
2022
Q4 		$836K Buy
17,638
+108
+0.6% +$5.11K 0.06% 313
2022
Q3 		$830K Sell
17,530
-167
-0.9% -$8.06K 0.06% 284
2022
Q2 		$855K Buy
17,697
+7,073
+67% +$344K 0.07% 276
2022
Q1 		$520K Buy
10,624
+3,255
+44% +$161K 0.04% 427
2021
Q4 		$368K Buy
7,369
+1,628
+28% +$81.8K 0.03% 508
2021
Q3 		$290K Buy
5,741
+48
+0.8% +$2.44K 0.02% 586
2021
Q2 		$290K Buy
5,693
+1,088
+24% +$55.6K 0.02% 549
2021
Q1 		$235K Sell
4,605
-359
-7% -$18.4K 0.02% 571
2020
Q4 		$255K Sell
4,964
-54
-1% -$2.79K 0.02% 539
2020
Q3 		$259K Sell
5,018
-454
-8% -$23.5K 0.03% 472
2020
Q2 		$283K Buy
+5,472
New +$283K 0.04% 397

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
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 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

Dynamic Advisor Solutions's LMBS Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 130% in Q2 2026, buying an estimated $483K and bringing the position to 17,105 shares worth $851K. The position accounts for 0.02% of the portfolio, ranked #522.

Dynamic Advisor Solutions first reported a position in LMBS in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.17M in Q4 2023. 87 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Dynamic Advisor Solutions held 17,105 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $851K as of Q2 2026.
  • Dynamic Advisor Solutions bought 9,683 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $483K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #522 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2020 and has held it in 22 quarters since.
  • Dynamic Advisor Solutions's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.17M in Q4 2023.
  • 87 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 Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.