LexAurum Advisors
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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
Q3 		$9.9M Buy
204,005
+10,755
+6% +$532K 1.11% 22
2026
Q2 		$9.6M 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 		$4.78M 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 		$2.22M 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

LexAurum Advisors's LMBS Position: Q3 2026 in Review

LexAurum Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.6% in Q3 2026, buying an estimated $532K and bringing the position to 204,005 shares worth $9.9M. The position accounts for 1.11% of the portfolio, ranked #22.

LexAurum Advisors first reported a position in LMBS in Q1 2019 and has held it in 30 quarters since. 271 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • LexAurum Advisors held 204,005 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $9.9M as of Q3 2026.
  • LexAurum Advisors bought 10,755 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $532K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.11% of LexAurum Advisors's portfolio in Q3 2026, its #22 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 30 quarters since.
  • 271 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.