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

Endowment Wealth Management’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 Q1	$2.9M	Buy	58,227 +10,806	+23%	+$542K	1.28%	25
2025 Q4	$2.37M	Sell	47,421 -23,005	-33%	-$1.15M	1.09%	25
2025 Q3	$3.51M	Buy	70,426 +16,203	+30%	+$802K	1.59%	15
2025 Q2	$2.67M	Buy	54,223 +5,927	+12%	+$290K	1.38%	18
2025 Q1	$2.37M	Buy	48,296 +7,785	+19%	+$380K	1.53%	16
2024 Q4	$1.97M	Buy	40,511 +6,097	+18%	+$298K	1.32%	21
2024 Q3	$1.7M	Buy	34,414 +2,595	+8%	+$127K	1.12%	25
2024 Q2	$1.53M	Buy	31,819 +1,286	+4%	+$61.7K	1.11%	25
2024 Q1	$1.47M	Buy	30,533 +1,528	+5%	+$73.7K	1.1%	26
2023 Q4	$1.4M	Buy	29,005 +2,534	+10%	+$120K	1.17%	26
2023 Q3	$1.25M	Buy	26,471 +5,056	+24%	+$240K	1.12%	24
2023 Q2	$1.02M	Buy	21,415 +1,464	+7%	+$70.2K	0.94%	27
2023 Q1	$955K	Buy	19,951 +5,279	+36%	+$253K	0.96%	27
2022 Q4	$696K	Buy	14,672 +3,108	+27%	+$147K	0.77%	29
2022 Q3	$548K	Buy	11,564 +1,106	+11%	+$53.4K	0.66%	36
2022 Q2	$505K	Buy	10,458 +3,252	+45%	+$158K	0.61%	41
2022 Q1	$353K	Buy	7,206 +2,041	+40%	+$101K	0.37%	68
2021 Q4	$258K	Buy	+5,165	New	+$260K	0.26%	85

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Endowment Wealth Management's LMBS Position: Q1 2026 in Review

Endowment Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 23% in Q1 2026, buying an estimated $542K and bringing the position to 58,227 shares worth $2.9M. The position accounts for 1.28% of the portfolio, ranked #25.

Endowment Wealth Management first reported a position in LMBS in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.51M in Q3 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Endowment Wealth Management held 58,227 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.9M as of Q1 2026.
Endowment Wealth Management bought 10,806 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $542K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.28% of Endowment Wealth Management's portfolio in Q1 2026, its #25 holding.
Endowment Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 18 quarters since.
Endowment Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.51M in Q3 2025.
440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.