Main Street Financial Solutions’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Main Street Financial Solutions’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	$3.25M	Buy	65,307 +8,048	+14%	+$401K	0.21%	103
2026 Q1	$2.85M	Buy	57,259 +6,969	+14%	+$349K	0.21%	98
2025 Q4	$2.51M	Buy	50,290 +2,421	+5%	+$121K	0.19%	112
2025 Q3	$2.38M	Buy	+47,869	New	+$2.37M	0.15%	127
2023 Q3	–	Sell	-8,272	Closed	-$394K	–	482
2023 Q2	$394K	Hold	8,272	–	–	0.05%	303
2023 Q1	$396K	Sell	8,272 -1,759	-18%	-$84.2K	0.06%	293
2022 Q4	$476K	Sell	10,031 -797	-7%	-$37.7K	0.08%	247
2022 Q3	$513K	Sell	10,828 -12,647	-54%	-$610K	0.08%	226
2022 Q2	$1.13M	Buy	23,475 +12,479	+113%	+$606K	0.15%	133
2022 Q1	$538K	Sell	10,996 -1,200	-10%	-$59.4K	0.08%	239
2021 Q4	$610K	Sell	12,196 -1,060	-8%	-$53.3K	0.09%	227
2021 Q3	$670K	Sell	13,256 -620	-4%	-$31.5K	0.1%	199
2021 Q2	$706K	Sell	13,876 -11,570	-45%	-$591K	0.11%	182
2021 Q1	$1.3M	Sell	25,446 -4,936	-16%	-$254K	0.23%	105
2020 Q4	$1.56M	Buy	+30,382	New	+$1.57M	0.32%	73

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

Main Street Financial Solutions's LMBS Position: Q2 2026 in Review

Main Street Financial Solutions increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 14% in Q2 2026, buying an estimated $401K and bringing the position to 65,307 shares worth $3.25M. The position accounts for 0.21% of the portfolio, ranked #103.

Main Street Financial Solutions first reported a position in LMBS in Q4 2020 and has held it in 15 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Main Street Financial Solutions held 65,307 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.25M as of Q2 2026.
Main Street Financial Solutions bought 8,048 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $401K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.21% of Main Street Financial Solutions's portfolio in Q2 2026, its #103 holding.
Main Street Financial Solutions first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and has held it in 15 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 Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.