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

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

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. 457 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.
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 LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.