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

Meridian 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	$444K	Sell	8,923 -486	-5%	-$24.2K	0.01%	577
2026 Q1	$469K	Sell	9,409 -582	-6%	-$29.2K	0.02%	532
2025 Q4	$499K	Sell	9,991 -317	-3%	-$15.8K	0.02%	499
2025 Q3	$513K	Buy	10,308 +3,563	+53%	+$176K	0.02%	468
2025 Q2	$332K	Sell	6,745 -685	-9%	-$33.5K	0.01%	538
2025 Q1	$365K	Sell	7,430 -8,844	-54%	-$432K	0.02%	484
2024 Q4	$792K	Sell	16,274 -4,633	-22%	-$226K	0.04%	331
2024 Q3	$1.03M	Sell	20,907 -3,490	-14%	-$171K	0.05%	277
2024 Q2	$1.17M	Buy	+24,397	New	+$1.17M	0.14%	106
2024 Q1	–	Sell	-43,922	Closed	-$2.12M	–	363
2023 Q4	$2.12M	Buy	+43,922	New	+$2.08M	0.14%	169
2017 Q1	–	Sell	-10,400	Closed	-$543K	–	170
2016 Q4	$543K	Buy	+10,400	New	+$546K	0.43%	56

Other funds holding LMBS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

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

Meridian Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.2% in Q2 2026, selling an estimated $24.2K and leaving 8,923 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #577.

Meridian Wealth Management first reported a position in LMBS in Q4 2016 and has held it in 11 quarters since. The position peaked at $2.12M in Q4 2023. 305 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Meridian Wealth Management held 8,923 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $444K as of Q2 2026.
Meridian Wealth Management sold 486 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $24.2K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #577 holding.
Meridian Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2016 and has held it in 11 quarters since.
Meridian Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.12M in Q4 2023.
305 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 Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.