First Command Advisory Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

First Command Advisory Services’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	–	Sell	-244	Closed	-$12.2K	–	1274
2026 Q1	$12.2K	Hold	244	–	–	﹤0.01%	570
2025 Q4	$12.2K	Buy	+244	New	+$12.2K	﹤0.01%	456
2023 Q3	–	Sell	-48	Closed	–	–	486
2023 Q2	$0	Buy	+48	New	+$2.3K	﹤0.01%	130
2021 Q4	–	Sell	-407	Closed	–	–	138
2021 Q3	$0	Buy	+407	New	+$20.7K	﹤0.01%	146

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

First Command Advisory Services's LMBS Position: Q2 2026 in Review

First Command Advisory Services sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026, closing a stake of 244 shares — an estimated $12.2K sold.

First Command Advisory Services first reported a position in LMBS in Q3 2021 and held it in 4 quarters. The position peaked at $12.2K in Q4 2025. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

First Command Advisory Services reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2026 after selling out during the quarter.
First Command Advisory Services sold 244 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $12.2K.
First Command Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2021 and held it in 4 quarters.
First Command Advisory Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $12.2K in Q4 2025.
456 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 First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.