Larson Financial Group
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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
Q3 		$106K Sell
2,180
-581
-21% -$28.7K ﹤0.01% 1213
2026
Q2 		$137K Sell
2,761
-239
-8% -$11.9K ﹤0.01% 1017
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% +$9.3K 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 		$1.02M 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

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HighTower Advisors
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First Trust Advisors
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Larson Financial Group's LMBS Position: Q3 2026 in Review

Larson Financial Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 21% in Q3 2026, selling an estimated $28.7K and leaving 2,180 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Larson Financial Group first reported a position in LMBS in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.02M in Q2 2020. 380 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • Larson Financial Group held 2,180 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $106K as of Q3 2026.
  • Larson Financial Group sold 581 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $28.7K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1213 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 29 quarters since.
  • Larson Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.02M in Q2 2020.
  • 380 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.