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

Helium Advisors’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	$991K	Sell	20,446 -630	-3%	-$31.1K	0.86%	30
2026 Q2	$1.05M	Buy	21,076 +215	+1%	+$10.7K	0.87%	33
2026 Q1	$1.04M	Buy	20,861 +210	+1%	+$10.5K	0.99%	28
2025 Q4	$1.03M	Sell	20,651 -1,303	-6%	-$65.1K	1.05%	25
2025 Q3	$1.09M	Buy	21,954 +225	+1%	+$11.1K	0.91%	23
2025 Q2	$1.07M	Sell	21,729 -177	-0.8%	-$8.66K	0.68%	27
2025 Q1	$1.08M	Sell	21,906 -797	-4%	-$38.9K	0.78%	23
2024 Q4	$1.1M	Buy	+22,703	New	+$1.11M	0.88%	27

Other funds holding LMBS

LPL Financial San Diego, California $468B AUM 17.69% 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

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Helium Advisors's LMBS Position: Q3 2026 in Review

Helium Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3% in Q3 2026, selling an estimated $31.1K and leaving 20,446 shares worth $991K. The position accounts for 0.86% of the portfolio, ranked #30.

Helium Advisors first reported a position in LMBS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q4 2024. 271 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Helium Advisors held 20,446 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $991K as of Q3 2026.
Helium Advisors sold 630 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $31.1K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.86% of Helium Advisors's portfolio in Q3 2026, its #30 holding.
Helium Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 8 quarters since.
Helium Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.1M in Q4 2024.
271 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 Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.