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Embree Financial Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Embree Financial Group’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 		$487K Sell
9,790
-4,570
-32% -$228K 0.05% 169
2026
Q1 		$715K Sell
14,360
-2,855
-17% -$143K 0.08% 139
2025
Q4 		$861K Buy
+17,215
New +$861K 0.11% 113

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

Embree Financial Group's LMBS Position: Q2 2026 in Review

Embree Financial Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 32% in Q2 2026, selling an estimated $228K and leaving 9,790 shares worth $487K. The position accounts for 0.05% of the portfolio, ranked #169.

Embree Financial Group first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $861K in Q4 2025. 76 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Embree Financial Group held 9,790 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $487K as of Q2 2026.
  • Embree Financial Group sold 4,570 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $228K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Embree Financial Group's portfolio in Q2 2026, its #169 holding.
  • Embree Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • Embree Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $861K in Q4 2025.
  • 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 Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.