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J.W. Cole Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

J.W. Cole 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
Q2 		$1.62M Buy
32,511
+2,391
+8% +$119K 0.03% 571
2026
Q1 		$1.5M Buy
30,120
+1,312
+5% +$65.8K 0.05% 297
2025
Q4 		$1.44M Buy
28,808
+138
+0.5% +$6.9K 0.03% 509
2025
Q3 		$1.43M Buy
28,670
+1,576
+6% +$78K 0.03% 598
2025
Q2 		$1.33M Buy
27,094
+1,853
+7% +$90.7K 0.03% 562
2025
Q1 		$1.24M Buy
25,241
+7,303
+41% +$357K 0.04% 469
2024
Q4 		$873K Buy
17,938
+529
+3% +$25.8K 0.04% 453
2024
Q3 		$860K Buy
17,409
+1,661
+11% +$81.3K 0.04% 430
2024
Q2 		$757K Sell
15,748
-218
-1% -$10.5K 0.04% 411
2024
Q1 		$770K Sell
15,966
-389
-2% -$18.8K 0.04% 405
2023
Q4 		$790K Sell
16,355
-258
-2% -$12.2K 0.05% 344
2023
Q3 		$785K Buy
16,613
+90
+0.5% +$4.28K 0.06% 298
2023
Q2 		$788K Sell
16,523
-547
-3% -$26.2K 0.06% 315
2023
Q1 		$817K Buy
17,070
+195
+1% +$9.34K 0.06% 330
2022
Q4 		$800K Buy
16,875
+287
+2% +$13.6K 0.06% 313
2022
Q3 		$785K Buy
16,588
+51
+0.3% +$2.46K 0.07% 301
2022
Q2 		$799K Buy
16,537
+1,154
+8% +$56.1K 0.06% 301
2022
Q1 		$753K Buy
15,383
+1,748
+13% +$86.6K 0.05% 345
2021
Q4 		$682K Sell
13,635
-145,095
-91% -$7.29M 0.04% 378
2021
Q3 		$7.82M Buy
158,730
+147,241
+1,282% +$7.47M 0.56% 31
2021
Q2 		$585K Buy
11,489
+3,658
+47% +$187K 0.05% 388
2021
Q1 		$400K Buy
7,831
+222
+3% +$11.4K 0.04% 438
2020
Q4 		$392K Buy
7,609
+1,877
+33% +$96.8K 0.04% 400
2020
Q3 		$296K Buy
+5,732
New +$297K 0.02% 552
2020
Q1 		– Sell
-6,210
Closed -$322K – 333
2019
Q4 		$322K Buy
+6,210
New +$322K 0.04% 400

Other funds holding LMBS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

J.W. Cole Advisors's LMBS Position: Q2 2026 in Review

J.W. Cole Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.9% in Q2 2026, buying an estimated $119K and bringing the position to 32,511 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #571.

J.W. Cole Advisors first reported a position in LMBS in Q4 2019 and has held it in 25 quarters since. The position peaked at $7.82M in Q3 2021. 194 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • J.W. Cole Advisors held 32,511 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.62M as of Q2 2026.
  • J.W. Cole Advisors bought 2,391 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $119K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #571 holding.
  • J.W. Cole Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $7.82M in Q3 2021.
  • 194 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 J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.