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

Integrated Wealth Concepts’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 		$25.1M Buy
504,821
+57,764
+13% +$2.88M 0.16% 121
2026
Q1 		$22.3M Buy
447,057
+125,467
+39% +$6.29M 0.18% 119
2025
Q4 		$16.1M Sell
321,590
-44,466
-12% -$2.22M 0.19% 110
2025
Q3 		$18.2M Buy
366,056
+40,739
+13% +$2.02M 0.16% 131
2025
Q2 		$16M Buy
325,317
+14,143
+5% +$692K 0.16% 132
2025
Q1 		$15.3M Buy
311,174
+41,383
+15% +$2.02M 0.18% 122
2024
Q4 		$13.1M Buy
269,791
+13,864
+5% +$677K 0.15% 141
2024
Q3 		$12.6M Sell
255,927
-8,206
-3% -$402K 0.15% 142
2024
Q2 		$12.7M Buy
264,133
+174,760
+196% +$8.39M 0.17% 129
2024
Q1 		$4.31M Sell
89,373
-22,468
-20% -$1.08M 0.06% 296
2023
Q4 		$5.4M Sell
111,841
-8,311
-7% -$394K 0.09% 228
2023
Q3 		$5.68M Buy
120,152
+21,705
+22% +$1.03M 0.1% 211
2023
Q2 		$4.69M Buy
98,447
+49,603
+102% +$2.38M 0.08% 240
2023
Q1 		$2.34M Buy
48,844
+5,531
+13% +$265K 0.05% 350
2022
Q4 		$2.05M Buy
43,313
+12,270
+40% +$580K 0.06% 310
2022
Q3 		$1.47M Buy
31,043
+722
+2% +$34.8K 0.05% 342
2022
Q2 		$1.46M Sell
30,321
-2,582
-8% -$125K 0.05% 343
2022
Q1 		$1.61M Sell
32,903
-23,956
-42% -$1.19M 0.05% 296
2021
Q4 		$2.84M Buy
56,859
+11,698
+26% +$588K 0.08% 205
2021
Q3 		$2.28M Buy
45,161
+18,431
+69% +$935K 0.07% 222
2021
Q2 		$1.36M Buy
26,730
+2,052
+8% +$105K 0.05% 286
2021
Q1 		$1.26M Buy
24,678
+11,012
+81% +$566K 0.05% 261
2020
Q4 		$703K Sell
13,666
-7,836
-36% -$404K 0.03% 327
2020
Q3 		$1.11M Buy
21,502
+2,384
+12% +$123K 0.07% 201
2020
Q2 		$988K Buy
19,118
+761
+4% +$39.3K 0.07% 179
2020
Q1 		$936K Buy
18,357
+2,447
+15% +$127K 0.09% 144
2019
Q4 		$824K Buy
15,910
+10,794
+211% +$560K 0.07% 178
2019
Q3 		$266K Buy
+5,116
New +$266K 0.03% 338

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Integrated Wealth Concepts's LMBS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 13% in Q2 2026, buying an estimated $2.88M and bringing the position to 504,821 shares worth $25.1M. The position accounts for 0.16% of the portfolio, ranked #121.

Integrated Wealth Concepts first reported a position in LMBS in Q3 2019 and has held it in 28 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Integrated Wealth Concepts held 504,821 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $25.1M as of Q2 2026.
  • Integrated Wealth Concepts bought 57,764 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $2.88M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.16% of Integrated Wealth Concepts's portfolio in Q2 2026, its #121 holding.
  • Integrated Wealth Concepts first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2019 and has held it in 28 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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.