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 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 $1.66T 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

Entruity Wealth's LMBS Position: Q1 2026 in Review

Entruity Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.8% in Q1 2026, selling an estimated $62.6K and leaving 67,864 shares worth $3.38M. The position accounts for 2.29% of the portfolio, ranked #16.

Entruity Wealth first reported a position in LMBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.66M in Q3 2025. 441 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Entruity Wealth held 67,864 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.38M as of Q1 2026.
Entruity Wealth sold 1,248 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $62.6K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.29% of Entruity Wealth's portfolio in Q1 2026, its #16 holding.
Entruity Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 6 quarters since.
Entruity Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.66M in Q3 2025.
441 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 Entruity Wealth's 13F filing for Q1 2026, filed 8 May 2026.