Midwest Financial Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Midwest Financial Group’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	$1.84M	Buy	36,944 +60	+0.2%	+$3.01K	0.78%	37
2025 Q4	$1.84M	Sell	36,884 -1,823	-5%	-$91.1K	0.81%	37
2025 Q3	$1.93M	Buy	38,707 +559	+1%	+$27.7K	0.92%	33
2025 Q2	$1.88M	Sell	38,148 -6,712	-15%	-$329K	0.99%	30
2025 Q1	$2.21M	Sell	44,860 -47,255	-51%	-$2.31M	1.28%	23
2024 Q4	$4.48M	Buy	92,115 +658	+0.7%	+$32.1K	2.57%	10
2024 Q3	$4.52M	Buy	91,457 +938	+1%	+$45.9K	2.65%	10
2024 Q2	$4.35M	Buy	90,519 +2,296	+3%	+$110K	2.77%	10
2024 Q1	$4.26M	Sell	88,223 -698	-0.8%	-$33.7K	2.86%	8
2023 Q4	$4.3M	Sell	88,921 -234	-0.3%	-$11.1K	3.21%	7
2023 Q3	$4.21M	Buy	89,155 +2,404	+3%	+$114K	3.57%	6
2023 Q2	$4.13M	Buy	+86,751	New	+$4.16M	3.5%	7

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

Midwest Financial Group's LMBS Position: Q1 2026 in Review

Midwest Financial Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.16% in Q1 2026, buying an estimated $3.01K and bringing the position to 36,944 shares worth $1.84M. The position accounts for 0.78% of the portfolio, ranked #37.

Midwest Financial Group first reported a position in LMBS in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.52M in Q3 2024. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Midwest Financial Group held 36,944 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.84M as of Q1 2026.
Midwest Financial Group bought 60 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $3.01K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.78% of Midwest Financial Group's portfolio in Q1 2026, its #37 holding.
Midwest Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2023 and has held it in 12 quarters since.
Midwest Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.52M 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 Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.