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

Genesis Private 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	$6.76M	Buy	135,807 +4,667	+4%	+$233K	1.9%	16
2026 Q1	$6.53M	Sell	131,140 -427	-0.3%	-$21.4K	2.06%	15
2025 Q4	$6.58M	Buy	131,567 +9,640	+8%	+$482K	2.04%	14
2025 Q3	$6.07M	Buy	121,927 +4,283	+4%	+$212K	2.55%	13
2025 Q2	$5.8M	Buy	+117,644	New	+$5.76M	2.73%	11

Other funds holding LMBS

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

TPW

TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

FPW

Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

Genesis Private Wealth's LMBS Position: Q2 2026 in Review

Genesis Private Wealth increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.6% in Q2 2026, buying an estimated $233K and bringing the position to 135,807 shares worth $6.76M. The position accounts for 1.9% of the portfolio, ranked #16.

Genesis Private Wealth first reported a position in LMBS in Q2 2025 and has held it in 5 quarters since. 94 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Genesis Private Wealth held 135,807 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $6.76M as of Q2 2026.
Genesis Private Wealth bought 4,667 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $233K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.9% of Genesis Private Wealth's portfolio in Q2 2026, its #16 holding.
Genesis Private Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
94 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 Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.