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

Gateway Wealth Partners’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 		$3.04M Sell
61,013
-91,978
-60% -$4.59M 0.18% 136
2026
Q1 		$7.62M Buy
152,991
+69,488
+83% +$3.48M 0.3% 97
2025
Q4 		$4.17M Buy
83,503
+65,242
+357% +$3.26M 0.46% 59
2025
Q3 		$909K Sell
18,261
-1,194
-6% -$59.1K 0.12% 169
2025
Q2 		$958K Sell
19,455
-2,134
-10% -$104K 0.18% 124
2025
Q1 		$1.06M Buy
21,589
+1,423
+7% +$69.5K 0.24% 106
2024
Q4 		$981K Sell
20,166
-529
-3% -$25.8K 0.25% 93
2024
Q3 		$1.02M Buy
20,695
+1,252
+6% +$61.3K 0.28% 87
2024
Q2 		$934K Buy
19,443
+1,181
+6% +$56.7K 0.28% 90
2024
Q1 		$881K Sell
18,262
-855
-4% -$41.2K 0.32% 78
2023
Q4 		$924K Buy
19,117
+1,447
+8% +$68.6K 0.37% 71
2023
Q3 		$835K Buy
17,670
+2,407
+16% +$114K 0.15% 93
2023
Q2 		$728K Buy
15,263
+2,788
+22% +$134K 0.13% 97
2023
Q1 		$597K Sell
12,475
-7,494
-38% -$359K 0.09% 108
2022
Q4 		$947K Buy
+19,969
New +$944K 0.16% 70

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

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

Gateway Wealth Partners reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 60% in Q2 2026, selling an estimated $4.59M and leaving 61,013 shares worth $3.04M. The position accounts for 0.18% of the portfolio, ranked #136.

Gateway Wealth Partners first reported a position in LMBS in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.62M in Q1 2026. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Gateway Wealth Partners held 61,013 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.04M as of Q2 2026.
  • Gateway Wealth Partners sold 91,978 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $4.59M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.18% of Gateway Wealth Partners's portfolio in Q2 2026, its #136 holding.
  • Gateway Wealth Partners 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.
  • Gateway Wealth Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $7.62M in Q1 2026.
  • 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 Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.