LaSalle St. Investment Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

LaSalle St. Investment 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	$676K	Sell	13,588 -605	-4%	-$30.2K	0.08%	183
2026 Q1	$707K	Sell	14,193 -112	-0.8%	-$5.62K	0.1%	155
2025 Q4	$715K	Sell	14,305 -30	-0.2%	-$1.5K	0.12%	144
2025 Q3	$713K	Buy	14,335 +149	+1%	+$7.38K	0.13%	128
2025 Q2	$698K	Buy	14,186 +224	+2%	+$11K	0.19%	114
2025 Q1	$686K	Sell	13,962 -8	-0.1%	-$391	0.16%	121
2024 Q4	$679K	Buy	+13,970	New	+$682K	0.21%	95

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 $103B AUM 28.65% 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

LaSalle St. Investment Advisors's LMBS Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4.3% in Q2 2026, selling an estimated $30.2K and leaving 13,588 shares worth $676K. The position accounts for 0.08% of the portfolio, ranked #183.

LaSalle St. Investment Advisors first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $715K in Q4 2025. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

LaSalle St. Investment Advisors held 13,588 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $676K as of Q2 2026.
LaSalle St. Investment Advisors sold 605 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $30.2K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.08% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #183 holding.
LaSalle St. Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
LaSalle St. Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $715K in Q4 2025.
453 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 LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.