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

Hamilton Wealth’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 Q1	$682K	Sell	13,701 -1,284	-9%	-$64.4K	0.13%	60
2025 Q4	$749K	Sell	14,985 -2,180	-13%	-$109K	0.14%	61
2025 Q3	$855K	Sell	17,165 -38,616	-69%	-$1.91M	0.18%	56
2025 Q2	$2.75M	Sell	55,781 -5,893	-10%	-$288K	0.61%	38
2025 Q1	$3.03M	Buy	61,674 +49,958	+426%	+$2.44M	0.73%	33
2024 Q4	$570K	Sell	11,716 -1,068	-8%	-$52.2K	0.14%	54
2024 Q3	$632K	Buy	+12,784	New	+$626K	0.15%	55

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Hamilton Wealth's LMBS Position: Q1 2026 in Review

Hamilton Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 8.6% in Q1 2026, selling an estimated $64.4K and leaving 13,701 shares worth $682K. The position accounts for 0.13% of the portfolio, ranked #60.

Hamilton Wealth first reported a position in LMBS in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.03M in Q1 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Hamilton Wealth held 13,701 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $682K as of Q1 2026.
Hamilton Wealth sold 1,284 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $64.4K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.13% of Hamilton Wealth's portfolio in Q1 2026, its #60 holding.
Hamilton Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2024 and has held it in 7 quarters since.
Hamilton Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.03M in Q1 2025.
440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.