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 Q2	$396K	Sell	7,956 -5,745	-42%	-$287K	0.07%	82
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 $1.89T 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

Hamilton Wealth's LMBS Position: Q2 2026 in Review

Hamilton Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 42% in Q2 2026, selling an estimated $287K and leaving 7,956 shares worth $396K. The position accounts for 0.07% of the portfolio, ranked #82.

Hamilton Wealth first reported a position in LMBS in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.03M in Q1 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Hamilton Wealth held 7,956 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $396K as of Q2 2026.
Hamilton Wealth sold 5,745 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $287K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.07% of Hamilton Wealth's portfolio in Q2 2026, its #82 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 8 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.
457 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 Hamilton Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.