Lloyd Advisory Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Lloyd Advisory Services’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	$20K	Buy	+402	New	+$20.1K	0.01%	318
2025 Q4	–	Hold	0	–	–	–	551
2024 Q2	–	Sell	-20,273	Closed	-$829K	–	152
2024 Q1	$829K	Buy	+20,273	New	+$977K	0.18%	99
2022 Q2	–	Sell	-2,207	Closed	-$108K	–	344
2022 Q1	$108K	Sell	2,207 -309	-12%	-$15.3K	0.05%	154
2021 Q4	$126K	Sell	2,516 -2,694	-52%	-$135K	0.06%	122
2021 Q3	$264K	Buy	5,210 +145	+3%	+$7.36K	0.14%	60
2021 Q2	$258K	Buy	5,065 +352	+7%	+$18K	0.13%	62
2021 Q1	$241K	Sell	4,713 -1,868	-28%	-$96K	0.13%	53
2020 Q4	$339K	Buy	6,581 +105	+2%	+$5.42K	0.19%	33
2020 Q3	$335K	Sell	6,476 -1,108	-15%	-$57.3K	0.2%	28
2020 Q2	$392K	Sell	7,584 -939	-11%	-$48.5K	0.25%	27
2020 Q1	$435K	Buy	8,523 +815	+11%	+$42.3K	0.32%	25
2019 Q4	$399K	Buy	+7,708	New	+$400K	0.36%	35

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

Lloyd Advisory Services's LMBS Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 402 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #318 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in LMBS as recently as Q1 2024.

Lloyd Advisory Services first reported a position in LMBS in Q4 2019 and has held it in 12 quarters since. The position peaked at $829K in Q1 2024. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Lloyd Advisory Services held 402 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $20K as of Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Lloyd Advisory Services position in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #318 holding.
Lloyd Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and has held it in 12 quarters since.
Lloyd Advisory Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $829K in Q1 2024.
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 Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.