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

Focus Partners Wealth’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	$5.6M	Sell	112,574 -19,178	-15%	-$956K	0.01%	907
2026 Q1	$6.56M	Sell	131,752 -47,596	-27%	-$2.39M	0.01%	841
2025 Q4	$8.97M	Sell	179,348 -139	-0.1%	-$6.95K	0.01%	740
2025 Q3	$8.94M	Buy	179,487 +572	+0.3%	+$28.3K	0.01%	588
2025 Q2	$8.81M	Sell	178,915 -2,958	-2%	-$145K	0.02%	526
2025 Q1	$8.94M	Sell	181,873 -2,303	-1%	-$113K	0.02%	495
2024 Q4	$8.96M	Buy	184,176 +443	+0.2%	+$21.6K	0.02%	488
2024 Q3	$9.08M	Buy	183,733 +11,970	+7%	+$586K	0.03%	427
2024 Q2	$8.25M	Buy	+171,763	New	+$8.24M	0.03%	409

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

Focus Partners Wealth's LMBS Position: Q2 2026 in Review

Focus Partners Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 15% in Q2 2026, selling an estimated $956K and leaving 112,574 shares worth $5.6M. The position accounts for 0.01% of the portfolio, ranked #907.

Focus Partners Wealth first reported a position in LMBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.08M in Q3 2024. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Focus Partners Wealth held 112,574 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $5.6M as of Q2 2026.
Focus Partners Wealth sold 19,178 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $956K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #907 holding.
Focus Partners Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and has held it in 9 quarters since.
Focus Partners Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $9.08M in Q3 2024.
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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.