Kovack Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Kovack Advisors’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	$1.96M	Buy	39,251 +9,151	+30%	+$459K	0.1%	198
2025 Q4	$1.5M	Buy	+30,100	New	+$1.5M	0.07%	264
2025 Q1	–	Sell	-5,723	Closed	-$279K	–	611
2024 Q4	$279K	Sell	5,723 -151	-3%	-$7.38K	0.03%	470
2024 Q3	$290K	Sell	5,874 -1,141	-16%	-$55.9K	0.03%	445
2024 Q2	$337K	Buy	+7,015	New	+$337K	0.04%	395
2024 Q1	–	Sell	-6,872	Closed	-$332K	–	562
2023 Q4	$332K	Sell	6,872 -179	-3%	-$8.49K	0.04%	394
2023 Q3	$333K	Sell	7,051 -21,841	-76%	-$1.04M	0.05%	362
2023 Q2	$1.38M	Sell	28,892 -1,142	-4%	-$54.7K	0.18%	116
2023 Q1	$1.44M	Buy	30,034 +223	+0.7%	+$10.7K	0.2%	118
2022 Q4	$1.41M	Sell	29,811 -227	-0.8%	-$10.7K	0.21%	109
2022 Q3	$1.42M	Sell	30,038 -622	-2%	-$30K	0.21%	108
2022 Q2	$1.48M	Buy	30,660 +2,170	+8%	+$105K	0.2%	120
2022 Q1	$1.39M	Buy	28,490 +307	+1%	+$15.2K	0.14%	154
2021 Q4	$1.41M	Buy	28,183 +7,630	+37%	+$384K	0.14%	165
2021 Q3	$1.04M	Sell	20,553 -5,142	-20%	-$261K	0.11%	205
2021 Q2	$1.31M	Buy	25,695 +355	+1%	+$18.1K	0.15%	164
2021 Q1	$1.29M	Sell	25,340 -17,221	-40%	-$885K	0.17%	150
2020 Q4	$2.19M	Buy	42,561 +4,239	+11%	+$219K	0.32%	85
2020 Q3	$1.98M	Buy	38,322 +356	+0.9%	+$18.4K	0.35%	75
2020 Q2	$1.96M	Buy	37,966 +406	+1%	+$21K	0.38%	68
2020 Q1	$1.92M	Sell	37,560 -601	-2%	-$31.2K	0.44%	57
2019 Q4	$1.98M	Buy	38,161 +31,429	+467%	+$1.63M	0.35%	70
2019 Q3	$350K	Sell	6,732 -111	-2%	-$5.76K	0.07%	298
2019 Q2	$354K	Buy	+6,843	New	+$352K	0.08%	265

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kovack Advisors's LMBS Position: Q1 2026 in Review

Kovack Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 30% in Q1 2026, buying an estimated $459K and bringing the position to 39,251 shares worth $1.96M. The position accounts for 0.1% of the portfolio, ranked #198.

Kovack Advisors first reported a position in LMBS in Q2 2019 and has held it in 24 quarters since. The position peaked at $2.19M in Q4 2020. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Kovack Advisors held 39,251 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.96M as of Q1 2026.
Kovack Advisors bought 9,151 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $459K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.1% of Kovack Advisors's portfolio in Q1 2026, its #198 holding.
Kovack Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2019 and has held it in 24 quarters since.
Kovack Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.19M in Q4 2020.
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 Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.