Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Envestnet Portfolio 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
Q2 		$6.24M Sell
125,279
-12,422
-9% -$620K 0.03% 292
2026
Q1 		$6.86M Sell
137,701
-5,957
-4% -$299K 0.04% 236
2025
Q4 		$7.18M Sell
143,658
-7,106
-5% -$355K 0.03% 303
2025
Q3 		$7.51M Sell
150,764
-319
-0.2% -$15.8K 0.03% 274
2025
Q2 		$7.44M Sell
151,083
-38,450
-20% -$1.88M 0.03% 273
2025
Q1 		$9.32M Buy
189,533
+4,329
+2% +$212K 0.04% 243
2024
Q4 		$9.01M Buy
185,204
+11,321
+7% +$553K 0.03% 272
2024
Q3 		$8.59M Buy
173,883
+1,941
+1% +$95K 0.03% 279
2024
Q2 		$8.26M Sell
171,942
-5,625
-3% -$270K 0.03% 268
2024
Q1 		$8.57M Sell
177,567
-4,837
-3% -$233K 0.03% 265
2023
Q4 		$8.81M Buy
182,404
+17,467
+11% +$828K 0.04% 222
2023
Q3 		$7.79M Buy
+164,937
New +$7.84M 0.04% 221

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Envestnet Portfolio Solutions's LMBS Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 9% in Q2 2026, selling an estimated $620K and leaving 125,279 shares worth $6.24M. The position accounts for 0.03% of the portfolio, ranked #292.

Envestnet Portfolio Solutions first reported a position in LMBS in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.32M in Q1 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Envestnet Portfolio Solutions held 125,279 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $6.24M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 12,422 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $620K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #292 holding.
  • Envestnet Portfolio Solutions first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $9.32M in Q1 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 Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.