Hazlett, Burt & Watson’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Hazlett, Burt & Watson’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	$44K	Hold	900	–	–	0.01%	482
2026 Q1	$44K	Hold	900	–	–	0.01%	469
2025 Q4	$44K	Buy	900 +250	+38%	+$12.5K	0.01%	464
2025 Q3	$32K	Buy	650 +400	+160%	+$19.8K	0.01%	492
2025 Q2	$12K	Buy	+250	New	+$12.2K	﹤0.01%	558

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

Hazlett, Burt & Watson's LMBS Position: Q2 2026 in Review

Hazlett, Burt & Watson held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 900 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #482.

Hazlett, Burt & Watson first reported a position in LMBS in Q2 2025 and has held it in 5 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Hazlett, Burt & Watson held 900 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $44K as of Q2 2026.
Hazlett, Burt & Watson left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #482 holding.
Hazlett, Burt & Watson first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
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 Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.