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 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 $1.66T 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

HighPoint Advisor Group's LMBS Position: Q1 2026 in Review

HighPoint Advisor Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6.3% in Q1 2026, selling an estimated $41.1K and leaving 12,180 shares worth $607K. The position accounts for 0.03% of the portfolio, ranked #387.

HighPoint Advisor Group first reported a position in LMBS in Q4 2025 and has held it in 2 quarters since. The position peaked at $650K in Q4 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

HighPoint Advisor Group held 12,180 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $607K as of Q1 2026.
HighPoint Advisor Group sold 819 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $41.1K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of HighPoint Advisor Group's portfolio in Q1 2026, its #387 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 2 quarters since.
HighPoint Advisor Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $650K in Q4 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 HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.