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 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 $1.66T 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

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

Merkkuri Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.66% in Q1 2026, buying an estimated $1.91K and bringing the position to 5,757 shares worth $287K. The position accounts for 0.19% of the portfolio, ranked #70.

Merkkuri Wealth Advisors first reported a position in LMBS in Q2 2024 and has held it in 8 quarters since. The position peaked at $513K in Q3 2024. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Merkkuri Wealth Advisors held 5,757 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $287K as of Q1 2026.
Merkkuri Wealth Advisors bought 38 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $1.91K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.19% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #70 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 8 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.
440 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 Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.