Great Valley Advisor Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Great Valley Advisor Group’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	$214K	Sell	4,295 -300	-7%	-$15K	﹤0.01%	973
2026 Q1	$229K	Buy	+4,595	New	+$230K	﹤0.01%	903
2022 Q3	–	Sell	-4,253	Closed	-$205K	–	696
2022 Q2	$205K	Buy	+4,253	New	+$207K	0.01%	633
2019 Q2	–	Sell	-5,860	Closed	-$300K	–	337
2019 Q1	$300K	Buy	+5,860	New	+$300K	0.1%	225

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 $104B AUM 28.3% 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

Great Valley Advisor Group's LMBS Position: Q2 2026 in Review

Great Valley Advisor Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6.5% in Q2 2026, selling an estimated $15K and leaving 4,295 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Great Valley Advisor Group first reported a position in LMBS in Q1 2019 and has held it in 4 quarters since. The position peaked at $300K in Q1 2019. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Great Valley Advisor Group held 4,295 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $214K as of Q2 2026.
Great Valley Advisor Group sold 300 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $15K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #973 holding.
Great Valley Advisor Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and has held it in 4 quarters since.
Great Valley Advisor Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $300K in Q1 2019.
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 Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.