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

Legacy Edge 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	$695K	Hold	13,971	–	–	0.06%	119
2026 Q1	$696K	Hold	13,971	–	–	0.07%	108
2025 Q4	$698K	Sell	13,971 -40	-0.3%	-$2K	0.08%	110
2025 Q3	$698K	Sell	14,011 -976	-7%	-$48.3K	0.08%	107
2025 Q2	$738K	Hold	14,987	–	–	0.1%	93
2025 Q1	$737K	Buy	14,987 +9,515	+174%	+$465K	0.11%	91
2024 Q4	$266K	Buy	+5,472	New	+$267K	0.04%	153

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

Legacy Edge Advisors's LMBS Position: Q2 2026 in Review

Legacy Edge Advisors held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 13,971 shares worth $695K. The position accounts for 0.06% of the portfolio, ranked #119.

Legacy Edge Advisors first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $738K in Q2 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Legacy Edge Advisors held 13,971 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $695K as of Q2 2026.
Legacy Edge Advisors left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Legacy Edge Advisors's portfolio in Q2 2026, its #119 holding.
Legacy Edge 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.
Legacy Edge Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $738K in Q2 2025.
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 Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.