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

Focus Financial Network’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	$311K	Sell	6,255 -208	-3%	-$10.4K	0.01%	611
2026 Q1	$322K	Sell	6,463 -370	-5%	-$18.6K	0.01%	584
2025 Q4	$342K	Sell	6,833 -557	-8%	-$27.8K	0.01%	551
2025 Q3	$368K	Sell	7,390 -5	-0.1%	-$247	0.01%	536
2025 Q2	$364K	Sell	7,395 -2,860	-28%	-$140K	0.01%	517
2025 Q1	$504K	Sell	10,255 -679	-6%	-$33.2K	0.02%	420
2024 Q4	$532K	Sell	10,934 -1,189	-10%	-$58.1K	0.02%	402
2024 Q3	$599K	Sell	12,123 -209	-2%	-$10.2K	0.02%	367
2024 Q2	$601K	Sell	12,332 -323	-3%	-$15.5K	0.03%	359
2024 Q1	$604K	Sell	12,655 -1,040	-8%	-$50.1K	0.03%	342
2023 Q4	$662K	Sell	13,695 -116,590	-89%	-$5.53M	0.02%	394
2023 Q3	$6.15M	Buy	130,285 +43,658	+50%	+$2.08M	0.35%	62
2023 Q2	$4.13M	Buy	86,627 +1,057	+1%	+$50.7K	0.23%	89
2023 Q1	$4.1M	Buy	+85,570	New	+$4.1M	0.26%	87
2021 Q1	–	Sell	-44,050	Closed	-$2.27M	–	467
2020 Q4	$2.27M	Sell	44,050 -76,696	-64%	-$3.96M	0.2%	99
2020 Q3	$6.24M	Buy	120,746 +15,676	+15%	+$811K	0.58%	39
2020 Q2	$5.43M	Buy	105,070 +42,154	+67%	+$2.18M	0.6%	39
2020 Q1	$3.21M	Buy	62,916 +5,316	+9%	+$276K	0.43%	53
2019 Q4	$2.98M	Sell	57,600 -12,990	-18%	-$674K	0.37%	59
2019 Q3	$3.67M	Buy	70,590 +2,933	+4%	+$152K	0.51%	45
2019 Q2	$3.5M	Buy	67,657 +39,269	+138%	+$2.02M	0.52%	42
2019 Q1	$1.46M	Buy	+28,388	New	+$1.45M	0.23%	89

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 $103B AUM 28.65% 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

Focus Financial Network's LMBS Position: Q2 2026 in Review

Focus Financial Network reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.2% in Q2 2026, selling an estimated $10.4K and leaving 6,255 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #611.

Focus Financial Network first reported a position in LMBS in Q1 2019 and has held it in 22 quarters since. The position peaked at $6.24M in Q3 2020. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Focus Financial Network held 6,255 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $311K as of Q2 2026.
Focus Financial Network sold 208 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $10.4K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #611 holding.
Focus Financial Network first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and has held it in 22 quarters since.
Focus Financial Network's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.24M in Q3 2020.
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 Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.