FSB Premier Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

FSB Premier Wealth 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 Q3	$1.7M	Sell	35,025 -7,159	-17%	-$354K	0.45%	64
2026 Q2	$2.1M	Sell	42,184 -25,827	-38%	-$1.29M	0.59%	48
2026 Q1	$3.39M	Buy	68,011 +700	+1%	+$35.1K	1.06%	26
2025 Q4	$3.36M	Sell	67,311 -1,336	-2%	-$66.8K	1.07%	25
2025 Q3	$3.42M	Buy	68,647 +1,986	+3%	+$98.3K	1.12%	25
2025 Q2	$3.28M	Buy	66,661 +6,802	+11%	+$333K	1.17%	22
2025 Q1	$2.94M	Buy	59,859 +4,272	+8%	+$209K	1.15%	22
2024 Q4	$2.71M	Buy	55,587 +9,251	+20%	+$452K	1.08%	24
2024 Q3	$2.29M	Buy	46,336 +8,341	+22%	+$408K	0.94%	29
2024 Q2	$1.83M	Buy	37,995 +1,738	+5%	+$83.4K	0.82%	32
2024 Q1	$1.75M	Sell	36,257 -1,510	-4%	-$72.8K	0.81%	28
2023 Q4	$1.82M	Buy	37,767 +211	+0.6%	+$10K	0.91%	26
2023 Q3	$1.77M	Sell	37,556 -6,244	-14%	-$297K	0.99%	24
2023 Q2	$2.09M	Buy	43,800 +510	+1%	+$24.4K	1.13%	22
2023 Q1	$2.07M	Buy	43,290 +4,402	+11%	+$211K	1.15%	23
2022 Q4	$1.84M	Sell	38,888 -2,733	-7%	-$129K	1.01%	26
2022 Q3	$1.97M	Buy	41,621 +1,266	+3%	+$61.1K	1.15%	21
2022 Q2	$1.95M	Buy	40,355 +363	+0.9%	+$17.6K	1.08%	23
2022 Q1	$1.95M	Sell	39,992 -3,906	-9%	-$193K	0.98%	26
2021 Q4	$2.19M	Sell	43,898 -3,879	-8%	-$195K	0.92%	27
2021 Q3	$2.42M	Buy	47,777 +7,084	+17%	+$359K	1.21%	24
2021 Q2	$2.07M	Sell	40,693 -5,042	-11%	-$257K	1.06%	26
2021 Q1	$2.34M	Buy	45,735 +384	+0.8%	+$19.7K	1.26%	21
2020 Q4	$2.33M	Buy	+45,351	New	+$2.34M	1.25%	25

Other funds holding LMBS

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

FSB Premier Wealth Management's LMBS Position: Q3 2026 in Review

FSB Premier Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 17% in Q3 2026, selling an estimated $354K and leaving 35,025 shares worth $1.7M. The position accounts for 0.45% of the portfolio, ranked #64.

FSB Premier Wealth Management first reported a position in LMBS in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.42M in Q3 2025. 410 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

FSB Premier Wealth Management held 35,025 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.7M as of Q3 2026.
FSB Premier Wealth Management sold 7,159 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $354K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.45% of FSB Premier Wealth Management's portfolio in Q3 2026, its #64 holding.
FSB Premier Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and has held it in 24 quarters since.
FSB Premier Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.42M in Q3 2025.
410 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on FSB Premier Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.