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

Integrated Advisors Network’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	$1.51M	Sell	31,249 -2,037	-6%	-$101K	0.07%	256
2026 Q2	$1.66M	Buy	33,286 +22,832	+218%	+$1.14M	0.08%	240
2026 Q1	$521K	Buy	10,454 +1,972	+23%	+$98.9K	0.03%	450
2025 Q4	$424K	Sell	8,482 -59,510	-88%	-$2.97M	0.02%	512
2025 Q3	$3.39M	Sell	67,992 -1,409	-2%	-$69.7K	0.14%	166
2025 Q2	$3.42M	Buy	69,401 +50,372	+265%	+$2.47M	0.15%	156
2025 Q1	$935K	Sell	19,029 -1,577	-8%	-$77K	0.05%	330
2024 Q4	$1M	Sell	20,606 -5,246	-20%	-$256K	0.05%	305
2024 Q3	$1.28M	Sell	25,852 -693	-3%	-$33.9K	0.06%	284
2024 Q2	$1.28M	Sell	26,545 -690	-3%	-$33.1K	0.07%	267
2024 Q1	$1.31M	Sell	27,235 -879	-3%	-$42.4K	0.07%	261
2023 Q4	$1.36M	Sell	28,114 -4,408	-14%	-$209K	0.08%	244
2023 Q3	$1.54M	Sell	32,522 -1,064	-3%	-$50.6K	0.09%	217
2023 Q2	$1.6M	Buy	33,586 +533	+2%	+$25.5K	0.09%	223
2023 Q1	$1.58M	Sell	33,053 -1,002	-3%	-$48K	0.1%	215
2022 Q4	$1.61M	Buy	34,055 +1,747	+5%	+$82.6K	0.1%	212
2022 Q3	$1.53M	Sell	32,308 -538	-2%	-$26K	0.1%	200
2022 Q2	$1.59M	Sell	32,846 -6,905	-17%	-$335K	0.1%	215
2022 Q1	$1.95M	Sell	39,751 -6,707	-14%	-$332K	0.11%	197
2021 Q4	$2.32M	Buy	46,458 +14,852	+47%	+$747K	0.14%	168
2021 Q3	$1.6M	Buy	31,606 +26,427	+510%	+$1.34M	0.11%	189
2021 Q2	$264K	Buy	+5,179	New	+$264K	0.02%	508

Other funds holding LMBS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 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

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Integrated Advisors Network's LMBS Position: Q3 2026 in Review

Integrated Advisors Network reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6.1% in Q3 2026, selling an estimated $101K and leaving 31,249 shares worth $1.51M. The position accounts for 0.07% of the portfolio, ranked #256.

Integrated Advisors Network first reported a position in LMBS in Q2 2021 and has held it in 22 quarters since. The position peaked at $3.42M in Q2 2025. 320 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Integrated Advisors Network held 31,249 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.51M as of Q3 2026.
Integrated Advisors Network sold 2,037 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $101K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.07% of Integrated Advisors Network's portfolio in Q3 2026, its #256 holding.
Integrated Advisors Network first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2021 and has held it in 22 quarters since.
Integrated Advisors Network's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.42M in Q2 2025.
320 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 Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.