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

Flaharty 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 Q2	–	Sell	-14,530	Closed	-$724K	–	91
2026 Q1	$724K	Hold	14,530	–	–	0.09%	66
2025 Q4	$726K	Hold	14,530	–	–	0.09%	70
2025 Q3	$723K	Hold	14,530	–	–	0.09%	61
2025 Q2	$716K	Sell	14,530 -220	-1%	-$10.8K	0.1%	60
2025 Q1	$725K	Sell	14,750 -374	-2%	-$18.3K	0.1%	58
2024 Q4	$736K	Sell	15,124 -31,461	-68%	-$1.54M	0.11%	58
2024 Q3	$2.3M	Sell	46,585 -2,481	-5%	-$121K	0.32%	33
2024 Q2	$2.36M	Sell	49,066 -4,973	-9%	-$239K	0.35%	35
2024 Q1	$2.61M	Sell	54,039 -21,470	-28%	-$1.04M	0.39%	34
2023 Q4	$3.65M	Sell	75,509 -2,750	-4%	-$130K	0.58%	24
2023 Q3	$3.7M	Sell	78,259 -5,983	-7%	-$285K	0.62%	23
2023 Q2	$4.02M	Sell	84,242 -1,242	-1%	-$59.5K	0.69%	23
2023 Q1	$4.09M	Sell	85,484 -3,277	-4%	-$157K	0.73%	22
2022 Q4	$4.21M	Sell	88,761 -25,119	-22%	-$1.19M	0.79%	24
2022 Q3	$5.39M	Sell	113,880 -18,216	-14%	-$879K	1.11%	22
2022 Q2	$6.38M	Sell	132,096 -135,473	-51%	-$6.58M	1.3%	21
2022 Q1	$13.1M	Buy	267,569 +23,405	+10%	+$1.16M	2.4%	19
2021 Q4	$12.2M	Buy	244,164 +10,831	+5%	+$544K	2.25%	21
2021 Q3	$11.8M	Sell	233,333 -38,950	-14%	-$1.98M	2.44%	20
2021 Q2	$13.9M	Buy	272,283 +30,138	+12%	+$1.54M	2.96%	16
2021 Q1	$12.4M	Sell	242,145 -12,869	-5%	-$661K	2.85%	16
2020 Q4	$13.1M	Sell	255,014 -25,319	-9%	-$1.31M	3.28%	11
2020 Q3	$14.5M	Sell	280,333 -26,226	-9%	-$1.36M	4.56%	6
2020 Q2	$15.8M	Sell	306,559 -670	-0.2%	-$34.6K	5.56%	6
2020 Q1	$15.7M	Buy	307,229 +1,715	+0.6%	+$89K	7.22%	4
2019 Q4	$15.8M	Buy	305,514 +5,267	+2%	+$273K	5.6%	5
2019 Q3	$15.6M	Buy	300,247 +7,255	+2%	+$377K	5.91%	4
2019 Q2	$15.1M	Sell	292,992 -8,239	-3%	-$424K	5.88%	5
2019 Q1	$15.4M	Buy	301,231 +128,865	+75%	+$6.59M	6.21%	5
2018 Q4	$8.8M	Sell	172,366 -10,119	-6%	-$515K	3.75%	12
2018 Q3	$9.3M	Sell	182,485 -7,917	-4%	-$405K	3.61%	13
2018 Q2	$9.74M	Sell	190,402 -4,247	-2%	-$218K	3.8%	13
2018 Q1	$10M	Buy	+194,649	New	+$10M	4.22%	7

Other funds holding LMBS

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

TPW

TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

FPW

Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Flaharty Asset Management's LMBS Position: Q2 2026 in Review

Flaharty Asset Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026, closing a stake of 14,530 shares — an estimated $724K sold.

Flaharty Asset Management first reported a position in LMBS in Q1 2018 and held it in 33 quarters. The position peaked at $15.8M in Q2 2020. 76 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Flaharty Asset Management 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.
Flaharty Asset Management sold 14,530 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $724K.
Flaharty Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2018 and held it in 33 quarters.
Flaharty Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $15.8M in Q2 2020.
76 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 Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.