Kerntke Otto McGlone Wealth Management Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	$2.32M	Buy	46,633 +1,133	+2%	+$56.5K	1.4%	13
2026 Q1	$2.27M	Buy	45,500 +15,043	+49%	+$754K	1.55%	14
2025 Q4	$1.52M	Buy	30,457 +753	+3%	+$37.6K	1.08%	19
2025 Q3	$1.48M	Buy	29,704 +1,165	+4%	+$57.7K	1.12%	18
2025 Q2	$1.41M	Sell	28,539 -56	-0.2%	-$2.74K	1.11%	17
2025 Q1	$1.41M	Sell	28,595 -14,439	-34%	-$705K	1.23%	18
2024 Q4	$2.09M	Buy	43,034 +91	+0.2%	+$4.45K	1.55%	15
2024 Q3	$2.12M	Buy	42,943 +3,289	+8%	+$161K	1.77%	13
2024 Q2	$1.91M	Buy	39,654 +1,615	+4%	+$77.5K	1.78%	14
2024 Q1	$1.84M	Buy	+38,039	New	+$1.83M	1.81%	14

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

Kerntke Otto McGlone Wealth Management Group's LMBS Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.5% in Q2 2026, buying an estimated $56.5K and bringing the position to 46,633 shares worth $2.32M. The position accounts for 1.4% of the portfolio, ranked #13.

Kerntke Otto McGlone Wealth Management Group first reported a position in LMBS in Q1 2024 and has held it in 10 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 46,633 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.32M as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group bought 1,133 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $56.5K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.4% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #13 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2024 and has held it in 10 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 Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.