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	$738K	Buy	14,987 +1,016	+7%	+$50.7K	0.1%	93
2026 Q1	$696K	Hold	13,971	–	–	0.07%	108
2025 Q4	$698K	Buy	+13,971	New	+$698K	0.08%	110

Other funds holding LMBS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Legacy Edge Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.3% in Q2 2026, buying an estimated $50.7K and bringing the position to 14,987 shares worth $738K. The position accounts for 0.1% of the portfolio, ranked #93.

Legacy Edge Advisors first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. 325 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Legacy Edge Advisors held 14,987 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $738K as of Q2 2026.
Legacy Edge Advisors bought 1,016 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $50.7K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.1% of Legacy Edge Advisors's portfolio in Q2 2026, its #93 holding.
Legacy Edge Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
325 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.