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

Merkkuri 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	$232K	Sell	4,655 -1,102	-19%	-$55K	0.14%	75
2026 Q1	$287K	Buy	5,757 +38	+0.7%	+$1.91K	0.19%	70
2025 Q4	$286K	Sell	5,719 -166	-3%	-$8.3K	0.19%	70
2025 Q3	$293K	Sell	5,885 -2,877	-33%	-$142K	0.21%	72
2025 Q2	$432K	Sell	8,762 -225	-3%	-$11K	0.33%	58
2025 Q1	$442K	Sell	8,987 -111	-1%	-$5.42K	0.38%	56
2024 Q4	$443K	Sell	9,098 -1,281	-12%	-$62.6K	0.35%	59
2024 Q3	$513K	Sell	10,379 -60	-0.6%	-$2.94K	0.4%	57
2024 Q2	$502K	Buy	+10,439	New	+$501K	0.46%	53

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

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

Merkkuri Wealth Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 19% in Q2 2026, selling an estimated $55K and leaving 4,655 shares worth $232K. The position accounts for 0.14% of the portfolio, ranked #75.

Merkkuri Wealth Advisors first reported a position in LMBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $513K in Q3 2024. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Merkkuri Wealth Advisors held 4,655 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $232K as of Q2 2026.
Merkkuri Wealth Advisors sold 1,102 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $55K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.14% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #75 holding.
Merkkuri Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $513K in Q3 2024.
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 Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.