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

Entruity Wealth’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	–	Sell	-67,864	Closed	-$3.38M	–	58
2026 Q1	$3.38M	Sell	67,864 -1,248	-2%	-$62.6K	2.29%	16
2025 Q4	$3.45M	Sell	69,112 -64,621	-48%	-$3.23M	2.46%	16
2025 Q3	$6.66M	Buy	133,733 +7,011	+6%	+$347K	5.17%	4
2025 Q2	$6.24M	Buy	126,722 +2,604	+2%	+$127K	5.31%	3
2025 Q1	$6.1M	Buy	124,118 +2,619	+2%	+$128K	5.75%	3
2024 Q4	$5.91M	Buy	+121,499	New	+$5.93M	5.87%	3

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Entruity Wealth's LMBS Position: Q2 2026 in Review

Entruity Wealth sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026, closing a stake of 67,864 shares — an estimated $3.38M sold.

Entruity Wealth first reported a position in LMBS in Q4 2024 and held it in 6 quarters. The position peaked at $6.66M in Q3 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Entruity Wealth reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2026 after selling out during the quarter.
Entruity Wealth sold 67,864 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $3.38M.
Entruity Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and held it in 6 quarters.
Entruity Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.66M in Q3 2025.
457 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 Entruity Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.