Maridea Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Maridea Wealth Management’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	$2.44M	Buy	49,095 +3,276	+7%	+$163K	0.26%	88
2026 Q1	$2.28M	Buy	45,819 +11,276	+33%	+$565K	0.33%	76
2025 Q4	$1.73M	Buy	34,543 +6,142	+22%	+$307K	0.26%	107
2025 Q3	$1.42M	Buy	28,401 +2,274	+9%	+$113K	0.22%	110
2025 Q2	$1.29M	Buy	26,127 +11,602	+80%	+$568K	0.34%	63
2025 Q1	$714K	Sell	14,525 -1,378	-9%	-$67.3K	0.23%	80
2024 Q4	$774K	Buy	+15,903	New	+$777K	0.25%	67

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

Maridea Wealth Management's LMBS Position: Q2 2026 in Review

Maridea Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.1% in Q2 2026, buying an estimated $163K and bringing the position to 49,095 shares worth $2.44M. The position accounts for 0.26% of the portfolio, ranked #88.

Maridea Wealth Management first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Maridea Wealth Management held 49,095 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.44M as of Q2 2026.
Maridea Wealth Management bought 3,276 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $163K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.26% of Maridea Wealth Management's portfolio in Q2 2026, its #88 holding.
Maridea Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
456 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 Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.