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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
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 		$9.74M 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 		$9.77M 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 		$1.33M 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kingsview Wealth Management's LMBS Position: Q1 2026 in Review

Kingsview Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.9% in Q1 2026, selling an estimated $30.9K and leaving 32,062 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #556.

Kingsview Wealth Management first reported a position in LMBS in Q1 2017 and has held it in 33 quarters since. The position peaked at $12.6M in Q3 2024. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Kingsview Wealth Management held 32,062 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.6M as of Q1 2026.
  • Kingsview Wealth Management sold 616 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $30.9K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #556 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 33 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.
  • 440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.