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 Q3	$898K	Buy	18,529 +1,424	+8%	+$70.4K	0.03%	493
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%	+$5.1K	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%	-$2.78K	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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

TPW

TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

FPW

Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Dynamic Advisor Solutions's LMBS Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 8.3% in Q3 2026, buying an estimated $70.4K and bringing the position to 18,529 shares worth $898K. The position accounts for 0.03% of the portfolio, ranked #493.

Dynamic Advisor Solutions first reported a position in LMBS in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.17M in Q4 2023. 89 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Dynamic Advisor Solutions held 18,529 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $898K as of Q3 2026.
Dynamic Advisor Solutions bought 1,424 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $70.4K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #493 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 23 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.
89 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 Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.