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

Integrity Wealth Advisors’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	$590K	Buy	11,850 +5,375	+83%	+$269K	0.35%	42
2025 Q4	$325K	Sell	6,475 -23,547	-78%	-$1.18M	0.22%	57
2025 Q3	$1.49M	Buy	30,022 +13,387	+80%	+$663K	0.53%	26
2025 Q2	$819K	Buy	16,635 +239	+1%	+$11.7K	0.57%	29
2025 Q1	$806K	Sell	16,396 -1,351	-8%	-$66K	0.59%	23
2024 Q4	$864K	Buy	+17,747	New	+$867K	0.63%	24

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Integrity Wealth Advisors's LMBS Position: Q1 2026 in Review

Integrity Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 83% in Q1 2026, buying an estimated $269K and bringing the position to 11,850 shares worth $590K. The position accounts for 0.35% of the portfolio, ranked #42.

Integrity Wealth Advisors first reported a position in LMBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.49M in Q3 2025. 444 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Integrity Wealth Advisors held 11,850 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $590K as of Q1 2026.
Integrity Wealth Advisors bought 5,375 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $269K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.35% of Integrity Wealth Advisors's portfolio in Q1 2026, its #42 holding.
Integrity Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 6 quarters since.
Integrity Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.49M in Q3 2025.
444 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 Integrity Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.