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

Larson Financial Group’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	$149K	Buy	3,000 +157	+6%	+$7.87K	﹤0.01%	823
2025 Q4	$142K	Sell	2,843 -591	-17%	-$29.5K	﹤0.01%	807
2025 Q3	$171K	Sell	3,434 -573	-14%	-$28.4K	0.01%	737
2025 Q2	$197K	Sell	4,007 -928	-19%	-$45.4K	0.01%	661
2025 Q1	$243K	Sell	4,935 -264	-5%	-$12.9K	0.01%	584
2024 Q4	$253K	Sell	5,199 -142	-3%	-$6.94K	0.01%	511
2024 Q3	$264K	Sell	5,341 -439	-8%	-$21.5K	0.02%	507
2024 Q2	$278K	Buy	5,780 +3,289	+132%	+$158K	0.02%	383
2024 Q1	$120K	Sell	2,491 -2,305	-48%	-$111K	0.01%	506
2023 Q4	$232K	Sell	4,796 -41	-0.8%	-$1.94K	0.02%	321
2023 Q3	$229K	Sell	4,837 -2,191	-31%	-$104K	0.02%	298
2023 Q2	$335K	Sell	7,028 -513	-7%	-$24.6K	0.03%	240
2023 Q1	$361K	Sell	7,541 -796	-10%	-$38.1K	0.04%	239
2022 Q4	$395K	Sell	8,337 -25	-0.3%	-$1.18K	0.05%	220
2022 Q3	$396K	Sell	8,362 -7,111	-46%	-$343K	0.06%	189
2022 Q2	$747K	Sell	15,473 -329	-2%	-$16K	0.13%	79
2022 Q1	$774K	Sell	15,802 -1,440	-8%	-$71.3K	0.12%	85
2021 Q4	$862K	Buy	17,242 +5,270	+44%	+$265K	0.14%	77
2021 Q3	$606K	Sell	11,972 -580	-5%	-$29.4K	0.12%	74
2021 Q2	$639K	Buy	12,552 +182	+1%	+$9.29K	0.15%	62
2021 Q1	$632K	Buy	12,370 +1,506	+14%	+$77.4K	0.19%	54
2020 Q4	$559K	Buy	10,864 +692	+7%	+$35.7K	0.19%	54
2020 Q3	$526K	Sell	10,172 -9,460	-48%	-$489K	0.22%	52
2020 Q2	$1.01M	Buy	19,632 +2,044	+12%	+$106K	0.48%	42
2020 Q1	$897K	Buy	17,588 +922	+6%	+$47.9K	0.56%	39
2019 Q4	$863K	Buy	16,666 +4,857	+41%	+$252K	0.5%	39
2019 Q3	$614K	Buy	+11,809	New	+$613K	0.4%	41

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

Larson Financial Group's LMBS Position: Q1 2026 in Review

Larson Financial Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.5% in Q1 2026, buying an estimated $7.87K and bringing the position to 3,000 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Larson Financial Group first reported a position in LMBS in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.01M in Q2 2020. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Larson Financial Group held 3,000 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $149K as of Q1 2026.
Larson Financial Group bought 157 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $7.87K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #823 holding.
Larson Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2019 and has held it in 27 quarters since.
Larson Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.01M in Q2 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 Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.