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 Q3	$247K	Buy	5,095 +800	+19%	+$39.6K	﹤0.01%	968
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 $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

Great Valley Advisor Group's LMBS Position: Q3 2026 in Review

Great Valley Advisor Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 19% in Q3 2026, buying an estimated $39.6K and bringing the position to 5,095 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Great Valley Advisor Group first reported a position in LMBS in Q1 2019 and has held it in 5 quarters since. The position peaked at $300K in Q1 2019. 410 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Great Valley Advisor Group held 5,095 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $247K as of Q3 2026.
Great Valley Advisor Group bought 800 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $39.6K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q3 2026, its #968 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 5 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.
410 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.