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

Founders Financial Securities’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	$373K	Buy	7,495 +1,500	+25%	+$74.8K	0.02%	428
2026 Q1	$300K	Buy	+5,995	New	+$301K	0.02%	452

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

Founders Financial Securities's LMBS Position: Q2 2026 in Review

Founders Financial Securities increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 25% in Q2 2026, buying an estimated $74.8K and bringing the position to 7,495 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #428.

Founders Financial Securities first reported a position in LMBS in Q1 2026 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Founders Financial Securities held 7,495 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $373K as of Q2 2026.
Founders Financial Securities bought 1,500 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $74.8K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #428 holding.
Founders Financial Securities first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
457 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 Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.