McIlrath & Eck’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

McIlrath & Eck’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 Q1	$3.09K	Hold	62	–	–	﹤0.01%	1333
2025 Q4	$3.1K	Buy	62 +2	+3%	+$100	﹤0.01%	839
2025 Q3	$2.99K	Buy	60 +3	+5%	+$148	﹤0.01%	810
2025 Q2	$2.81K	Hold	57	–	–	﹤0.01%	800
2025 Q1	$2.8K	Hold	57	–	–	﹤0.01%	798
2024 Q4	$2.77K	Sell	57 -5	-8%	-$244	﹤0.01%	837
2024 Q3	$3.06K	Hold	62	–	–	﹤0.01%	821
2024 Q2	$2.98K	Hold	62	–	–	﹤0.01%	784
2024 Q1	$2.99K	Hold	62	–	–	﹤0.01%	789
2023 Q4	$3K	Sell	62 -3	-5%	-$142	﹤0.01%	771
2023 Q3	$3.07K	Hold	65	–	–	﹤0.01%	737
2023 Q2	$3.1K	Hold	65	–	–	﹤0.01%	748
2023 Q1	$3.11K	Hold	65	–	–	﹤0.01%	735
2022 Q4	$3.08K	Hold	65	–	–	﹤0.01%	707
2022 Q3	$3K	Hold	65	–	–	﹤0.01%	714
2022 Q2	$3K	Hold	65	–	–	﹤0.01%	693
2022 Q1	$3K	Hold	65	–	–	﹤0.01%	700
2021 Q4	$3K	Hold	65	–	–	﹤0.01%	697
2021 Q3	$3K	Hold	65	–	–	﹤0.01%	696
2021 Q2	$3K	Hold	65	–	–	﹤0.01%	694
2021 Q1	$3K	Hold	65	–	–	﹤0.01%	660
2020 Q4	$3K	Hold	65	–	–	﹤0.01%	593
2020 Q3	$3K	Hold	65	–	–	﹤0.01%	554
2020 Q2	$3K	Hold	65	–	–	﹤0.01%	546
2020 Q1	$3K	Hold	65	–	–	﹤0.01%	525
2019 Q4	$3K	Hold	65	–	–	﹤0.01%	536
2019 Q3	$3K	Hold	65	–	–	﹤0.01%	531
2019 Q2	$3K	Hold	65	–	–	﹤0.01%	537
2019 Q1	$3K	Hold	65	–	–	﹤0.01%	537
2018 Q4	$3K	Sell	65 -53	-45%	-$2.7K	﹤0.01%	449
2018 Q3	$6K	Hold	118	–	–	﹤0.01%	358
2018 Q2	$6K	Hold	118	–	–	﹤0.01%	342
2018 Q1	$6K	Hold	118	–	–	﹤0.01%	325
2017 Q4	$6K	Buy	+118	New	+$6.12K	﹤0.01%	346

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

McIlrath & Eck's LMBS Position: Q1 2026 in Review

McIlrath & Eck held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q1 2026 at 62 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

McIlrath & Eck first reported a position in LMBS in Q4 2017 and has held it in 34 quarters since. The position peaked at $6K in Q3 2018. 445 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

McIlrath & Eck held 62 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.09K as of Q1 2026.
McIlrath & Eck left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q1 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1333 holding.
McIlrath & Eck first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2017 and has held it in 34 quarters since.
McIlrath & Eck's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6K in Q3 2018.
445 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.