Financial Network Wealth Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$647K Sell
13,002
-594
-4% -$29.6K 0.66% 28
2026
Q1
$677K Buy
13,596
+10,890
+402% +$546K 0.69% 23
2025
Q4
$135K Buy
2,706
+2,128
+368% +$106K 0.14% 130
2025
Q3
$28.8K Buy
+578
New +$28.6K 0.03% 336

Other funds holding LMBS

Financial Network Wealth Advisors's LMBS Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4.4% in Q2 2026, selling an estimated $29.6K and leaving 13,002 shares worth $647K. The position accounts for 0.66% of the portfolio, ranked #28.

Financial Network Wealth Advisors first reported a position in LMBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $677K in Q1 2026. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Financial Network Wealth Advisors held 13,002 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $647K as of Q2 2026.
  • Financial Network Wealth Advisors sold 594 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $29.6K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.66% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Financial Network Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • Financial Network Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $677K in Q1 2026.
  • 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 Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.