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

LexAurum 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 		$9.62M Buy
193,250
+9,155
+5% +$457K 1.11% 20
2026
Q1 		$9.17M Buy
+184,095
New +$9.23M 1.19% 20
2025
Q3 		$7.77M Buy
155,966
+2,692
+2% +$133K 1.1% 24
2025
Q2 		$7.55M Sell
153,274
-3,251
-2% -$159K 1.19% 19
2025
Q1 		$7.69M Buy
156,525
+5,963
+4% +$291K 1.47% 13
2024
Q4 		$7.33M Sell
150,562
-603
-0.4% -$29.5K 1.45% 15
2024
Q3 		$7.47M Buy
151,165
+1,995
+1% +$97.7K 1.64% 13
2024
Q2 		$7.17M Buy
149,170
+10,287
+7% +$494K 1.75% 12
2024
Q1 		$6.7M Sell
138,883
-2,228
-2% -$107K 1.68% 12
2023
Q4 		$6.82M Sell
141,111
-2,662
-2% -$126K 1.79% 12
2023
Q3 		$6.79M Buy
143,773
+795
+0.6% +$37.8K 1.99% 11
2023
Q2 		$6.82M Buy
142,978
+36,241
+34% +$1.74M 2.05% 12
2023
Q1 		$5.11M Buy
106,737
+9,786
+10% +$468K 1.7% 11
2022
Q4 		$4.6M Sell
96,951
-4,689
-5% -$222K 1.65% 13
2022
Q3 		$4.81M Buy
101,640
+11,327
+13% +$546K 1.86% 11
2022
Q2 		$4.36M Sell
90,313
-12,432
-12% -$604K 1.63% 12
2022
Q1 		$5.03M Sell
102,745
-9,694
-9% -$480K 1.64% 12
2021
Q4 		$5.62M Buy
112,439
+17,183
+18% +$864K 1.83% 11
2021
Q3 		$4.82M Buy
95,256
+1,249
+1% +$63.4K 1.42% 11
2021
Q2 		$4.79M Buy
94,007
+5,868
+7% +$300K 1.42% 11
2021
Q1 		$4.5M Buy
88,139
+3,856
+5% +$198K 1.54% 13
2020
Q4 		$4.34M Buy
84,283
+7,091
+9% +$366K 1.55% 13
2020
Q3 		$3.99M Buy
77,192
+72,302
+1,479% +$3.74M 1.64% 13
2020
Q2 		$253K Buy
4,890
+158
+3% +$8.16K 0.14% 162
2020
Q1 		$241K Sell
4,732
-38,228
-89% -$1.98M 0.17% 137
2019
Q4 		$2.23M Buy
42,960
+4,395
+11% +$228K 1.1% 20
2019
Q3 		$2M Sell
38,565
-839
-2% -$43.5K 1.19% 19
2019
Q2 		$2.04M Sell
39,404
-1,167
-3% -$60K 1.26% 23
2019
Q1 		$2.08M Buy
+40,571
New +$2.08M 1.38% 23

Other funds holding LMBS

Commonwealth Equity Services
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

LexAurum Advisors's LMBS Position: Q2 2026 in Review

LexAurum Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5% in Q2 2026, buying an estimated $457K and bringing the position to 193,250 shares worth $9.62M. The position accounts for 1.11% of the portfolio, ranked #20.

LexAurum Advisors first reported a position in LMBS in Q1 2019 and has held it in 29 quarters since. 211 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • LexAurum Advisors held 193,250 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $9.62M as of Q2 2026.
  • LexAurum Advisors bought 9,155 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $457K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.11% of LexAurum Advisors's portfolio in Q2 2026, its #20 holding.
  • LexAurum Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and has held it in 29 quarters since.
  • 211 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 LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.