Kestra Private Wealth Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Kestra Private Wealth Services’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	$17.6M	Sell	352,904 -52,871	-13%	-$2.64M	0.19%	124
2026 Q1	$20.2M	Buy	405,775 +29,361	+8%	+$1.47M	0.25%	87
2025 Q4	$18.8M	Buy	376,414 +59,519	+19%	+$2.98M	0.23%	91
2025 Q3	$15.8M	Sell	316,895 -16,144	-5%	-$799K	0.21%	106
2025 Q2	$16.4M	Buy	333,039 +25,071	+8%	+$1.23M	0.24%	90
2025 Q1	$15.1M	Buy	307,968 +7,973	+3%	+$390K	0.25%	85
2024 Q4	$14.6M	Buy	299,995 +27,798	+10%	+$1.36M	0.25%	87
2024 Q3	$13.4M	Buy	272,197 +53,061	+24%	+$2.6M	0.25%	86
2024 Q2	$10.5M	Sell	219,136 -5,228	-2%	-$251K	0.21%	109
2024 Q1	$10.8M	Sell	224,364 -29,207	-12%	-$1.41M	0.24%	98
2023 Q4	$12.3M	Buy	253,571 +438	+0.2%	+$20.8K	0.31%	78
2023 Q3	$12M	Buy	253,133 +14,300	+6%	+$680K	0.38%	59
2023 Q2	$11.4M	Sell	238,833 -14,050	-6%	-$673K	0.39%	55
2023 Q1	$12.1M	Buy	252,883 +62,914	+33%	+$3.01M	0.48%	42
2022 Q4	$9.01M	Buy	189,969 +68,783	+57%	+$3.25M	0.46%	52
2022 Q3	$5.74M	Buy	121,186 +80,372	+197%	+$3.88M	0.33%	78
2022 Q2	$1.97M	Sell	40,814 -13,810	-25%	-$671K	0.11%	222
2022 Q1	$2.67M	Sell	54,624 -25,112	-31%	-$1.24M	0.13%	168
2021 Q4	$3.99M	Buy	79,736 +53,431	+203%	+$2.69M	0.19%	125
2021 Q3	$1.33M	Buy	26,305 +8,653	+49%	+$439K	0.07%	291
2021 Q2	$898K	Sell	17,652 -4,081	-19%	-$208K	0.05%	357
2021 Q1	$1.11M	Sell	21,733 -4,314	-17%	-$222K	0.08%	271
2020 Q4	$1.34M	Sell	26,047 -64,153	-71%	-$3.31M	0.1%	215
2020 Q3	$4.66M	Buy	+90,200	New	+$4.67M	0.4%	62

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

Kestra Private Wealth Services's LMBS Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 13% in Q2 2026, selling an estimated $2.64M and leaving 352,904 shares worth $17.6M. The position accounts for 0.19% of the portfolio, ranked #124.

Kestra Private Wealth Services first reported a position in LMBS in Q3 2020 and has held it in 24 quarters since. The position peaked at $20.2M in Q1 2026. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Kestra Private Wealth Services held 352,904 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $17.6M as of Q2 2026.
Kestra Private Wealth Services sold 52,871 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $2.64M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.19% of Kestra Private Wealth Services's portfolio in Q2 2026, its #124 holding.
Kestra Private Wealth Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Private Wealth Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $20.2M in Q1 2026.
456 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 Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.