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Gladstone Institutional Advisory’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Gladstone Institutional Advisory’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 		$1.79M Sell
36,034
-567
-2% -$28.3K 0.06% 312
2026
Q1 		$1.82M Buy
36,601
+8,721
+31% +$437K 0.07% 276
2025
Q4 		$1.39M Buy
27,880
+10,121
+57% +$506K 0.05% 308
2025
Q3 		$884K Sell
17,759
-1,173
-6% -$58.1K 0.03% 394
2025
Q2 		$933K Buy
18,932
+549
+3% +$26.9K 0.04% 357
2025
Q1 		$904K Buy
18,383
+2,021
+12% +$98.7K 0.04% 350
2024
Q4 		$796K Buy
16,362
+2,710
+20% +$132K 0.04% 369
2024
Q3 		$675K Sell
13,652
-1,463
-10% -$71.6K 0.03% 382
2024
Q2 		$726K Sell
15,115
-765
-5% -$36.7K 0.04% 354
2024
Q1 		$766K Sell
15,880
-454
-3% -$21.9K 0.04% 330
2023
Q4 		$789K Buy
16,334
+1,841
+13% +$87.3K 0.04% 329
2023
Q3 		$685K Sell
14,493
-7,896
-35% -$376K 0.04% 338
2023
Q2 		$1.07M Buy
22,389
+3,583
+19% +$172K 0.07% 263
2023
Q1 		$900K Buy
18,806
+42
+0.2% +$2.01K 0.06% 307
2022
Q4 		$890K Sell
18,764
-7,110
-27% -$336K 0.06% 297
2022
Q3 		$1.23M Buy
25,874
+9,842
+61% +$475K 0.1% 239
2022
Q2 		$774K Sell
16,032
-2,596
-14% -$126K 0.06% 322
2022
Q1 		$912K Buy
18,628
+6,973
+60% +$345K 0.06% 307
2021
Q4 		$583K Buy
11,655
+150
+1% +$7.54K 0.05% 347
2021
Q3 		$582K Sell
11,505
-3,022
-21% -$153K 0.06% 295
2021
Q2 		$739K Buy
14,527
+6,644
+84% +$339K 0.09% 233
2021
Q1 		$403K Buy
7,883
+434
+6% +$22.3K 0.06% 267
2020
Q4 		$383K Sell
7,449
-24,390
-77% -$1.26M 0.08% 199
2020
Q3 		$1.65M Sell
31,839
-4,268
-12% -$221K 0.39% 56
2020
Q2 		$1.87M Buy
+36,107
New +$1.86M 0.47% 47

Other funds holding LMBS

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 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

Gladstone Institutional Advisory's LMBS Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.5% in Q2 2026, selling an estimated $28.3K and leaving 36,034 shares worth $1.79M. The position accounts for 0.06% of the portfolio, ranked #312.

Gladstone Institutional Advisory first reported a position in LMBS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.87M in Q2 2020. 163 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Gladstone Institutional Advisory held 36,034 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.79M as of Q2 2026.
  • Gladstone Institutional Advisory sold 567 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $28.3K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #312 holding.
  • Gladstone Institutional Advisory first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2020 and has held it in 25 quarters since.
  • Gladstone Institutional Advisory's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.87M in Q2 2020.
  • 163 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 Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.