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

Global Retirement 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 		$490K Buy
+9,853
New +$491K 0.01% 1039
2025
Q4 		$817K Buy
16,347
+444
+3% +$22.2K 0.01% 728
2025
Q3 		$792K Buy
15,903
+583
+4% +$28.9K 0.02% 610
2025
Q2 		$755K Buy
+15,320
New +$750K 0.02% 587
2024
Q4 		$577K Sell
11,857
-988
-8% -$48.3K 0.02% 588
2024
Q3 		$635K Buy
12,845
+567
+5% +$27.8K 0.02% 570
2024
Q2 		$590K Sell
12,278
-3,511
-22% -$169K 0.02% 565
2024
Q1 		$762K Sell
15,789
-6,010
-28% -$290K 0.03% 422
2023
Q4 		$1.06M Buy
21,799
+2,037
+10% +$96.6K 0.04% 332
2023
Q3 		$929K Buy
19,762
+4,064
+26% +$193K 0.05% 318
2023
Q2 		$748K Buy
15,698
+3,140
+25% +$151K 0.04% 370
2023
Q1 		$605K Buy
12,558
+635
+5% +$30.4K 0.03% 391
2022
Q4 		$565K Buy
11,923
+885
+8% +$41.8K 0.04% 355
2022
Q3 		$517K Buy
11,038
+1,141
+12% +$55K 0.04% 358
2022
Q2 		$478K Sell
9,897
-316
-3% -$15.4K 0.04% 362
2022
Q1 		$497K Buy
+10,213
New +$506K 0.04% 357
2021
Q4 		– Sell
-17,249
Closed -$872K – 1125
2021
Q3 		$872K Buy
17,249
+3,917
+29% +$199K 0.09% 204
2021
Q2 		$679K Sell
13,332
-4,553
-25% -$233K 0.07% 245
2021
Q1 		$913K Sell
17,885
-1,740
-9% -$89.4K 0.11% 180
2020
Q4 		$1.01M Buy
19,625
+1,527
+8% +$78.7K 0.13% 153
2020
Q3 		$935K Buy
18,098
+3,030
+20% +$157K 0.14% 155
2020
Q2 		$779K Buy
15,068
+5,479
+57% +$283K 0.12% 164
2020
Q1 		$489K Buy
9,589
+863
+10% +$44.8K 0.09% 194
2019
Q4 		$452K Buy
8,726
+1,542
+21% +$80K 0.07% 244
2019
Q3 		$373K Buy
7,184
+725
+11% +$37.6K 0.06% 257
2019
Q2 		$334K Buy
6,459
+1,697
+36% +$87.3K 0.06% 245
2019
Q1 		$244K Hold
4,762
– – 0.06% 263
2018
Q4 		$243K Buy
4,762
+4,386
+1,166% +$223K 0.06% 250
2018
Q3 		$19K Buy
376
+145
+63% +$7.41K ﹤0.01% 832
2018
Q2 		$12K Hold
231
– – ﹤0.01% 951
2018
Q1 		$12K Sell
231
-195
-46% -$10K ﹤0.01% 911
2017
Q4 		$22K Sell
426
-656
-61% -$34K 0.01% 700
2017
Q3 		$56K Sell
1,082
-472
-30% -$24.6K 0.02% 414
2017
Q2 		$81K Sell
1,554
-5,440
-78% -$284K 0.04% 331
2017
Q1 		$364K Buy
+6,994
New +$365K 0.2% 110

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 $104B AUM 28.3% 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

Global Retirement Partners's LMBS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 9,853 shares worth $490K. The stake represents 0.01% of the portfolio and ranks #1039 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LMBS as recently as Q4 2025.

Global Retirement Partners first reported a position in LMBS in Q1 2017 and has held it in 35 quarters since. The position peaked at $1.06M in Q4 2023. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Global Retirement Partners held 9,853 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $490K as of Q2 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Global Retirement Partners position in Q2 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1039 holding.
  • Global Retirement Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2017 and has held it in 35 quarters since.
  • Global Retirement Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.06M in Q4 2023.
  • 456 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 Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.