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 Q2	$113K	Sell	2,275 -200	-8%	-$9.97K	0.04%	335
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 $1.89T 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

Medallion Wealth Advisors's LMBS Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 8.1% in Q2 2026, selling an estimated $9.97K and leaving 2,275 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #335.

Medallion Wealth Advisors first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $131K in Q1 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Medallion Wealth Advisors held 2,275 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $113K as of Q2 2026.
Medallion Wealth Advisors sold 200 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $9.97K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #335 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 7 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.
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 Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.