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

Laraway Financial 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 		$391K Sell
7,856
-245
-3% -$12.3K 0.28% 87
2025
Q4 		$405K Sell
8,101
-596
-7% -$29.8K 0.26% 83
2025
Q3 		$433K Sell
8,697
-396
-4% -$19.6K 0.3% 76
2025
Q2 		$448K Sell
9,093
-556
-6% -$27.2K 0.34% 71
2025
Q1 		$474K Sell
9,649
-91
-0.9% -$4.45K 0.38% 66
2024
Q4 		$474K Buy
9,740
+4
+0% +$195 0.37% 67
2024
Q3 		$481K Sell
9,736
-596
-6% -$29.2K 0.38% 69
2024
Q2 		$496K Buy
10,332
+124
+1% +$5.95K 0.42% 64
2024
Q1 		$493K Sell
10,208
-554
-5% -$26.7K 0.43% 68
2023
Q4 		$520K Sell
10,762
-96
-0.9% -$4.55K 0.49% 62
2023
Q3 		$513K Sell
10,858
-196
-2% -$9.32K 0.53% 61
2023
Q2 		$527K Sell
11,054
-197
-2% -$9.44K 0.52% 61
2023
Q1 		$539K Sell
11,251
-297
-3% -$14.2K 0.55% 59
2022
Q4 		$547K Sell
11,548
-502
-4% -$23.7K 0.57% 57
2022
Q3 		$570K Sell
12,050
-100
-0.8% -$4.83K 0.64% 45
2022
Q2 		$587K Sell
12,150
-120
-1% -$5.83K 0.62% 49
2022
Q1 		$601K Sell
12,270
-260
-2% -$12.9K 0.55% 58
2021
Q4 		$626K Buy
+12,530
New +$630K 0.56% 63

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

Laraway Financial Advisors's LMBS Position: Q1 2026 in Review

Laraway Financial Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3% in Q1 2026, selling an estimated $12.3K and leaving 7,856 shares worth $391K. The position accounts for 0.28% of the portfolio, ranked #87.

Laraway Financial Advisors first reported a position in LMBS in Q4 2021 and has held it in 18 quarters since. The position peaked at $626K in Q4 2021. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Laraway Financial Advisors held 7,856 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $391K as of Q1 2026.
  • Laraway Financial Advisors sold 245 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $12.3K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.28% of Laraway Financial Advisors's portfolio in Q1 2026, its #87 holding.
  • Laraway Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 18 quarters since.
  • Laraway Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $626K in Q4 2021.
  • 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 Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.