Financial Enhancement Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Financial Enhancement Group’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 Q3	$26.1M	Buy	+537,884	New	+$26.6M	3%	7
2025 Q4	–	Sell	-309,533	Closed	-$15.4M	–	137
2025 Q3	$15.4M	Sell	309,533 -59,506	-16%	-$2.95M	2.07%	12
2025 Q2	$18.1M	Sell	369,039 -128,060	-26%	-$6.27M	2.59%	10
2025 Q1	$24.2M	Buy	497,099 +244,979	+97%	+$12M	3.78%	4
2024 Q4	$12.2M	Sell	252,120 -190,285	-43%	-$9.3M	1.87%	16
2024 Q3	$21.3M	Buy	442,405 +206,322	+87%	+$10.1M	4.13%	5
2024 Q2	$11.5M	Buy	236,083 +3,263	+1%	+$157K	1.86%	16
2024 Q1	$11.1M	Sell	232,820 -335,663	-59%	-$16.2M	1.83%	14
2023 Q4	$27.5M	Buy	568,483 +230,895	+68%	+$10.9M	4.84%	4
2023 Q3	$15.9M	Sell	337,588 -3,525	-1%	-$168K	3.06%	5
2023 Q2	$16.2M	Sell	341,113 -101,292	-23%	-$4.86M	3%	7
2023 Q1	$21.3M	Buy	442,405 +134,921	+44%	+$6.46M	4.13%	5
2022 Q4	$14.7M	Buy	307,484 +97,944	+47%	+$4.63M	2.83%	7
2022 Q3	$9.92M	Buy	+209,540	New	+$10.1M	2.29%	11

Other funds holding LMBS

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

TPW

TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Financial Enhancement Group's LMBS Position: Q3 2026 in Review

Financial Enhancement Group opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2026: 537,884 shares worth $26.1M. The stake represents 3% of the portfolio and ranks #7 among its holdings. This is a return to the name: Financial Enhancement Group previously reported a position in LMBS as recently as Q3 2025.

Financial Enhancement Group first reported a position in LMBS in Q3 2022 and has held it in 14 quarters since. The position peaked at $27.5M in Q4 2023. 48 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Financial Enhancement Group held 537,884 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $26.1M as of Q3 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Financial Enhancement Group position in Q3 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 3% of Financial Enhancement Group's portfolio in Q3 2026, its #7 holding.
Financial Enhancement Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2022 and has held it in 14 quarters since.
Financial Enhancement Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $27.5M in Q4 2023.
48 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.