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 Q2	$1.59M	Sell	32,026 -7,225	-18%	-$360K	0.08%	260
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 $1.89T 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

Kovack Advisors's LMBS Position: Q2 2026 in Review

Kovack Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 18% in Q2 2026, selling an estimated $360K and leaving 32,026 shares worth $1.59M. The position accounts for 0.08% of the portfolio, ranked #260.

Kovack Advisors first reported a position in LMBS in Q2 2019 and has held it in 25 quarters since. The position peaked at $2.19M in Q4 2020. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Kovack Advisors held 32,026 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.59M as of Q2 2026.
Kovack Advisors sold 7,225 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $360K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.08% of Kovack Advisors's portfolio in Q2 2026, its #260 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 25 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.
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 Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.