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 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

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

Integrated Advisors Network's LMBS Position: Q1 2026 in Review

Integrated Advisors Network increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 23% in Q1 2026, buying an estimated $98.9K and bringing the position to 10,454 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #450.

Integrated Advisors Network first reported a position in LMBS in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.42M in Q2 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Integrated Advisors Network held 10,454 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $521K as of Q1 2026.
Integrated Advisors Network bought 1,972 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $98.9K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Integrated Advisors Network's portfolio in Q1 2026, its #450 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 20 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.
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 Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.