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

Global Assets 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	$1.14M	Buy	+22,874	New	+$1.14M	0.25%	103
2026 Q1	–	Sell	-24,338	Closed	-$1.22M	–	530
2025 Q4	$1.22M	Sell	24,338 -1,149	-5%	-$57.4K	0.35%	62
2025 Q3	$1.27M	Sell	25,487 -1,098	-4%	-$54.3K	0.38%	62
2025 Q2	$1.31M	Sell	26,585 -53,770	-67%	-$2.63M	0.51%	48
2025 Q1	$3.93M	Buy	80,355 +53,570	+200%	+$2.62M	0.74%	27
2024 Q4	$1.3M	Hold	26,785	–	–	0.72%	33
2024 Q3	$1.33M	Buy	+26,785	New	+$1.31M	0.73%	34
2024 Q2	–	Sell	-1,290,892	Closed	-$26.9M	–	318
2024 Q1	$26.9M	Buy	1,290,892 +1,263,932	+4,688%	+$60.9M	1.23%	18
2023 Q4	$1.3M	Hold	26,960	–	–	1.69%	17
2023 Q3	$1.27M	Sell	26,960 -699	-3%	-$33.2K	1.12%	23
2023 Q2	$1.32M	Hold	27,659	–	–	1.21%	21
2023 Q1	$1.33M	Hold	27,659	–	–	1.35%	18
2022 Q4	$1.31M	Hold	27,659	–	–	1.38%	15
2022 Q3	$1.3M	Buy	+27,659	New	+$1.33M	1.31%	16

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 $103B AUM 28.65% 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

Global Assets Advisory's LMBS Position: Q2 2026 in Review

Global Assets Advisory opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 22,874 shares worth $1.14M. The stake represents 0.25% of the portfolio and ranks #103 among its holdings. This is a return to the name: Global Assets Advisory previously reported a position in LMBS as recently as Q4 2025.

Global Assets Advisory first reported a position in LMBS in Q3 2022 and has held it in 14 quarters since. The position peaked at $26.9M in Q1 2024. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Global Assets Advisory held 22,874 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.14M as of Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Global Assets Advisory position in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.25% of Global Assets Advisory's portfolio in Q2 2026, its #103 holding.
Global Assets Advisory first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2022 and has held it in 14 quarters since.
Global Assets Advisory's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $26.9M in Q1 2024.
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 Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.