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

Financial Gravity Companies’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	$747	Buy	+15	New	+$748	﹤0.01%	833
2018 Q4	$259K	Buy	+5,057	New	+$258K	0.24%	92
2018 Q1	$342K	Sell	6,670 -324	-5%	-$16.7K	0.35%	48
2017 Q4	$360K	Buy	+6,994	New	+$363K	0.41%	37

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 $104B AUM 28.3% 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

Financial Gravity Companies's LMBS Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 15 shares worth $747. The stake represents ﹤0.01% of the portfolio and ranks #833 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in LMBS as recently as Q4 2018.

Financial Gravity Companies first reported a position in LMBS in Q4 2017 and has held it in 4 quarters since. The position peaked at $360K in Q4 2017. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Financial Gravity Companies held 15 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $747 as of Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Financial Gravity Companies position in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #833 holding.
Financial Gravity Companies first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2017 and has held it in 4 quarters since.
Financial Gravity Companies's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $360K in Q4 2017.
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 Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.