Financial Gravity Asset Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Financial Gravity Asset Management’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	$747	Sell	15 -319	-96%	-$16K	﹤0.01%	778
2025 Q4	$16.7K	Sell	334 -2,329	-87%	-$116K	﹤0.01%	405
2025 Q3	$133K	Buy	+2,663	New	+$132K	0.03%	189
2024 Q2	–	Sell	-13	Closed	-$643	–	1644
2024 Q1	$643	Hold	13	–	–	﹤0.01%	795
2023 Q4	$644	Buy	+13	New	+$616	﹤0.01%	860
2021 Q3	$51K	Hold	52	–	–	0.02%	562
2021 Q2	$51K	Buy	+52	New	+$2.66K	0.02%	563
2020 Q4	$3K	Buy	+63	New	+$3.25K	﹤0.01%	273
2019 Q4	$52K	Sell	3,847 -720	-16%	-$37.4K	0.04%	622
2019 Q3	$237K	Buy	4,567 +22	+0.5%	+$1.14K	0.2%	102
2019 Q2	$235K	Sell	4,545 -3	-0.1%	-$154	0.19%	121
2019 Q1	$233K	Buy	+4,548	New	+$233K	0.19%	119
2018 Q3	$264K	Sell	5,185 -1,160	-18%	-$59.3K	0.28%	72
2018 Q2	$325K	Sell	6,345 -325	-5%	-$16.7K	0.3%	52
2018 Q1	$342K	Buy	+6,670	New	+$343K	0.35%	48

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

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

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

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

Financial Gravity Asset Management's LMBS Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 96% in Q1 2026, selling an estimated $16K and leaving 15 shares worth $747. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Financial Gravity Asset Management first reported a position in LMBS in Q1 2018 and has held it in 15 quarters since. The position peaked at $342K in Q1 2018. 445 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Financial Gravity Asset Management held 15 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $747 as of Q1 2026.
Financial Gravity Asset Management sold 319 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $16K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #778 holding.
Financial Gravity Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2018 and has held it in 15 quarters since.
Financial Gravity Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $342K in Q1 2018.
445 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 Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.