Family Legacy Inc’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Family Legacy Inc’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	$424K	Hold	8,513	–	–	0.11%	103
2026 Q1	$424K	Hold	8,513	–	–	0.13%	104
2025 Q4	$426K	Hold	8,513	–	–	0.13%	105
2025 Q3	$424K	Hold	8,513	–	–	0.13%	103
2025 Q2	$419K	Hold	8,513	–	–	0.14%	103
2025 Q1	$418K	Hold	8,513	–	–	0.14%	103
2024 Q4	$413K	Sell	8,513 -31	-0.4%	-$1.51K	0.14%	104
2024 Q3	$422K	Hold	8,544	–	–	0.14%	104
2024 Q2	$411K	Hold	8,544	–	–	0.15%	104
2024 Q1	$412K	Hold	8,544	–	–	0.15%	102
2023 Q4	$413K	Sell	8,544 -21	-0.2%	-$996	0.16%	100
2023 Q3	$405K	Hold	8,565	–	–	0.17%	99
2023 Q2	$408K	Sell	8,565 -20	-0.2%	-$959	0.16%	100
2023 Q1	$411K	Hold	8,585	–	–	0.18%	97
2022 Q4	$413K	Sell	8,585 -32	-0.4%	-$1.51K	0.18%	98
2022 Q3	$408K	Buy	8,617 +21	+0.2%	+$1.01K	0.21%	95
2022 Q2	$415K	Sell	8,596 -41	-0.5%	-$1.99K	0.2%	94
2022 Q1	$423K	Hold	8,637	–	–	0.18%	99
2021 Q4	$431K	Sell	8,637 -77	-0.9%	-$3.87K	0.18%	99
2021 Q3	$440K	Hold	8,714	–	–	0.2%	95
2021 Q2	$442K	Hold	8,714	–	–	0.2%	95
2021 Q1	$445K	Buy	8,714 +932	+12%	+$47.9K	0.21%	95
2020 Q4	$401K	Sell	7,782 -317	-4%	-$16.3K	0.21%	94
2020 Q3	$419K	Hold	8,099	–	–	0.24%	88
2020 Q2	$419K	Buy	8,099 +3,815	+89%	+$197K	0.25%	87
2020 Q1	$218K	Hold	4,284	–	–	0.16%	107
2019 Q4	$222K	Hold	4,284	–	–	0.13%	113
2019 Q3	$222K	Hold	4,284	–	–	0.14%	106
2019 Q2	$221K	Hold	4,284	–	–	0.17%	102
2019 Q1	$220K	Buy	4,284 +293	+7%	+$15K	0.18%	100
2018 Q4	$204K	Hold	3,991	–	–	0.18%	101
2018 Q3	$203K	Hold	3,991	–	–	0.17%	102
2018 Q2	$204K	Buy	+3,991	New	+$204K	0.18%	101

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 $103B AUM 28.65% 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

Family Legacy Inc's LMBS Position: Q2 2026 in Review

Family Legacy Inc held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 8,513 shares worth $424K. The position accounts for 0.11% of the portfolio, ranked #103.

Family Legacy Inc first reported a position in LMBS in Q2 2018 and has held it in 33 quarters since. The position peaked at $445K in Q1 2021. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Family Legacy Inc held 8,513 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $424K as of Q2 2026.
Family Legacy Inc left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.11% of Family Legacy Inc's portfolio in Q2 2026, its #103 holding.
Family Legacy Inc first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2018 and has held it in 33 quarters since.
Family Legacy Inc's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $445K in Q1 2021.
453 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 Family Legacy Inc's 13F filing for Q2 2026, filed 6 Aug 2026.