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

Medallion Wealth 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 Q1	$123K	Hold	2,475	–	–	0.04%	322
2025 Q4	$124K	Hold	2,475	–	–	0.04%	322
2025 Q3	$123K	Sell	2,475 -65	-3%	-$3.22K	0.04%	314
2025 Q2	$125K	Sell	2,540 -115	-4%	-$5.63K	0.05%	308
2025 Q1	$131K	Buy	2,655 +1,100	+71%	+$53.7K	0.06%	267
2024 Q4	$75.8K	Buy	+1,555	New	+$76K	0.04%	343

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Medallion Wealth Advisors's LMBS Position: Q1 2026 in Review

Medallion Wealth Advisors held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q1 2026 at 2,475 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #322.

Medallion Wealth Advisors first reported a position in LMBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $131K in Q1 2025. 441 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Medallion Wealth Advisors held 2,475 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $123K as of Q1 2026.
Medallion Wealth Advisors 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 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #322 holding.
Medallion Wealth Advisors 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 6 quarters since.
Medallion Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $131K in Q1 2025.
441 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 Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.