Greykasell Wealth Strategies’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Greykasell Wealth Strategies’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	$6.06K	Buy	122 +1	+0.8%	+$50	﹤0.01%	417
2026 Q1	$6K	Buy	+121	New	+$6.07K	﹤0.01%	448

Other funds holding LMBS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Greykasell Wealth Strategies's LMBS Position: Q2 2026 in Review

Greykasell Wealth Strategies increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.83% in Q2 2026, buying an estimated $50 and bringing the position to 122 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Greykasell Wealth Strategies first reported a position in LMBS in Q1 2026 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Greykasell Wealth Strategies held 122 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $6.06K as of Q2 2026.
Greykasell Wealth Strategies bought 1 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share in Q2 2026, an estimated $50.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #417 holding.
Greykasell Wealth Strategies first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
344 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 Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.