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James J. Burns & Company’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

James J. Burns & Company’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 		$4.76M Buy
95,616
+1,846
+2% +$92.1K 0.52% 33
2026
Q1 		$4.67M Buy
93,770
+3,635
+4% +$182K 0.63% 30
2025
Q4 		$4.51M Buy
90,135
+1,874
+2% +$93.7K 0.62% 32
2025
Q3 		$4.39M Buy
88,261
+181
+0.2% +$8.96K 0.66% 31
2025
Q2 		$4.34M Sell
88,080
-608
-0.7% -$29.8K 0.71% 29
2025
Q1 		$4.36M Sell
88,688
-2,337
-3% -$114K 0.78% 24
2024
Q4 		$4.43M Buy
91,025
+1,733
+2% +$84.7K 0.77% 25
2024
Q3 		$4.41M Buy
89,292
+808
+0.9% +$39.6K 0.8% 26
2024
Q2 		$4.25M Buy
88,484
+44,298
+100% +$2.13M 0.84% 27
2024
Q1 		$2.13M Sell
44,186
-32,851
-43% -$1.58M 0.74% 26
2023
Q4 		$3.72M Buy
77,037
+733
+1% +$34.7K 0.89% 25
2023
Q3 		$3.6M Buy
76,304
+1,466
+2% +$69.7K 0.97% 26
2023
Q2 		$3.57M Buy
74,838
+4,802
+7% +$230K 0.9% 28
2023
Q1 		$3.35M Buy
70,036
+33,568
+92% +$1.61M 0.86% 31
2022
Q4 		$1.73M Buy
36,468
+3,298
+10% +$156K 0.71% 32
2022
Q3 		$1.57M Buy
+33,170
New +$1.6M 0.7% 34

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 $103B AUM 28.65% 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

James J. Burns & Company's LMBS Position: Q2 2026 in Review

James J. Burns & Company increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2% in Q2 2026, buying an estimated $92.1K and bringing the position to 95,616 shares worth $4.76M. The position accounts for 0.52% of the portfolio, ranked #33.

James J. Burns & Company first reported a position in LMBS in Q3 2022 and has held it in 16 quarters since. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • James J. Burns & Company held 95,616 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $4.76M as of Q2 2026.
  • James J. Burns & Company bought 1,846 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $92.1K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.52% of James J. Burns & Company's portfolio in Q2 2026, its #33 holding.
  • James J. Burns & Company first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2022 and has held it in 16 quarters since.
  • 453 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 James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.