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

Kingsview Wealth Management’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 Q3	$2.76M	Buy	56,947 +4,061	+8%	+$201K	0.03%	486
2026 Q2	$2.63M	Buy	52,886 +20,824	+65%	+$1.04M	0.03%	500
2026 Q1	$1.6M	Sell	32,062 -616	-2%	-$30.9K	0.02%	556
2025 Q4	$1.63M	Sell	32,678 -149,035	-82%	-$7.45M	0.02%	518
2025 Q3	$9.05M	Sell	181,713 -6,868	-4%	-$340K	0.14%	144
2025 Q2	$9.29M	Sell	188,581 -9,626	-5%	-$471K	0.16%	130
2025 Q1	$9.7M	Sell	198,207 -30,409	-13%	-$1.49M	0.18%	116
2024 Q4	$11.1M	Sell	228,616 -26,614	-10%	-$1.3M	0.22%	92
2024 Q3	$12.6M	Buy	255,230 +65,287	+34%	+$3.2M	0.27%	71
2024 Q2	$9.13M	Buy	189,943 +43	+0%	+$2.06K	0.22%	90
2024 Q1	$9.16M	Sell	189,900 -12,196	-6%	-$588K	0.23%	92
2023 Q4	$9.8M	Buy	202,096 +55,880	+38%	+$2.65M	0.29%	77
2023 Q3	$6.91M	Buy	146,216 +41,945	+40%	+$1.99M	0.25%	93
2023 Q2	$4.97M	Sell	104,271 -6,923	-6%	-$332K	0.19%	112
2023 Q1	$5.32M	Sell	111,194 -39,776	-26%	-$1.9M	0.22%	98
2022 Q4	$7.16M	Buy	150,970 +64,656	+75%	+$3.06M	0.31%	78
2022 Q3	$4.09M	Buy	86,314 +14,555	+20%	+$702K	0.19%	123
2022 Q2	$3.47M	Sell	71,759 -11,998	-14%	-$583K	0.17%	141
2022 Q1	$4.1M	Sell	83,757 -8,098	-9%	-$401K	0.18%	129
2021 Q4	$4.59M	Sell	91,855 -3,097	-3%	-$156K	0.19%	119
2021 Q3	$4.8M	Buy	94,952 +52,285	+123%	+$2.65M	0.23%	99
2021 Q2	$2.17M	Sell	42,667 -4,001	-9%	-$204K	0.11%	207
2021 Q1	$2.39M	Buy	46,668 +4,759	+11%	+$244K	0.14%	161
2020 Q4	$2.16M	Buy	41,909 +1,241	+3%	+$64K	0.16%	147
2020 Q3	$2.1M	Buy	40,668 +6,698	+20%	+$347K	0.19%	130
2020 Q2	$1.76M	Buy	33,970 +4,088	+14%	+$211K	0.18%	139
2020 Q1	$1.52M	Sell	29,882 -3,650	-11%	-$190K	0.21%	123
2019 Q4	$1.74M	Buy	33,532 +7,855	+31%	+$408K	0.22%	130
2019 Q3	$1.34M	Buy	25,677 +6,824	+36%	+$354K	0.21%	135
2019 Q2	$974K	Sell	18,853 -4,733	-20%	-$243K	0.16%	157
2019 Q1	$1.21M	Sell	23,586 -27,680	-54%	-$1.42M	0.18%	147
2018 Q4	$2.62M	Buy	+51,266	New	+$2.61M	0.57%	51
2017 Q4	–	Sell	-10,012	Closed	-$521K	–	416
2017 Q3	$521K	Sell	10,012 -1,317	-12%	-$68.6K	0.23%	134
2017 Q2	$590K	Buy	11,329 +4,587	+68%	+$239K	0.3%	106
2017 Q1	$351K	Buy	+6,742	New	+$352K	0.21%	147

Other funds holding LMBS

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

Kingsview Wealth Management's LMBS Position: Q3 2026 in Review

Kingsview Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.7% in Q3 2026, buying an estimated $201K and bringing the position to 56,947 shares worth $2.76M. The position accounts for 0.03% of the portfolio, ranked #486.

Kingsview Wealth Management first reported a position in LMBS in Q1 2017 and has held it in 35 quarters since. The position peaked at $12.6M in Q3 2024. 410 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Kingsview Wealth Management held 56,947 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.76M as of Q3 2026.
Kingsview Wealth Management bought 4,061 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $201K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q3 2026, its #486 holding.
Kingsview Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2017 and has held it in 35 quarters since.
Kingsview Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $12.6M in Q3 2024.
410 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Kingsview Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.