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Foundations Investment Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Foundations Investment Advisors’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 		$12.1M Buy
242,146
+3,513
+1% +$175K 0.12% 158
2026
Q1 		$11.9M Sell
238,633
-5,531
-2% -$277K 0.15% 148
2025
Q4 		$12.2M Sell
244,164
-1,767
-0.7% -$88.3K 0.16% 133
2025
Q3 		$12.2M Sell
245,931
-1,587
-0.6% -$78.6K 0.18% 124
2025
Q2 		$12.2M Sell
247,518
-4,927
-2% -$241K 0.19% 121
2025
Q1 		$12.4M Sell
252,445
-443
-0.2% -$21.6K 0.23% 107
2024
Q4 		$12.3M Buy
252,888
+8,890
+4% +$434K 0.24% 95
2024
Q3 		$12.1M Buy
243,998
+199,575
+449% +$9.77M 0.25% 90
2024
Q2 		$2.13M Buy
44,423
+4,071
+10% +$195K 0.05% 227
2024
Q1 		$1.95M Sell
40,352
-15,353
-28% -$740K 0.05% 234
2023
Q4 		$2.7M Sell
55,705
-7,111
-11% -$337K 0.07% 197
2023
Q3 		$2.97M Buy
62,816
+2,861
+5% +$136K 0.09% 171
2023
Q2 		$2.86M Buy
59,955
+7,377
+14% +$354K 0.09% 154
2023
Q1 		$2.52M Buy
52,578
+47,194
+877% +$2.26M 0.09% 140
2022
Q4 		$255K Buy
+5,384
New +$254K 0.01% 371

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Foundations Investment Advisors's LMBS Position: Q2 2026 in Review

Foundations Investment Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.5% in Q2 2026, buying an estimated $175K and bringing the position to 242,146 shares worth $12.1M. The position accounts for 0.12% of the portfolio, ranked #158.

Foundations Investment Advisors first reported a position in LMBS in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.4M in Q1 2025. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Foundations Investment Advisors held 242,146 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $12.1M as of Q2 2026.
  • Foundations Investment Advisors bought 3,513 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $175K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.12% of Foundations Investment Advisors's portfolio in Q2 2026, its #158 holding.
  • Foundations Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and has held it in 15 quarters since.
  • Foundations Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $12.4M in Q1 2025.
  • 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 Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.