HighPoint Advisor Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

HighPoint Advisor Group’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	$727K	Buy	14,604 +2,424	+20%	+$121K	0.03%	391
2026 Q1	$607K	Sell	12,180 -819	-6%	-$41.1K	0.03%	387
2025 Q4	$650K	Buy	+12,999	New	+$650K	0.01%	605

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

HighPoint Advisor Group's LMBS Position: Q2 2026 in Review

HighPoint Advisor Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 20% in Q2 2026, buying an estimated $121K and bringing the position to 14,604 shares worth $727K. The position accounts for 0.03% of the portfolio, ranked #391.

HighPoint Advisor Group first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

HighPoint Advisor Group held 14,604 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $727K as of Q2 2026.
HighPoint Advisor Group bought 2,424 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $121K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of HighPoint Advisor Group's portfolio in Q2 2026, its #391 holding.
HighPoint Advisor Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2025 and has held it in 3 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 HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.