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 Q2	$1.91M	Buy	38,313 +1,369	+4%	+$68.3K	0.67%	39
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 $1.89T 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

Midwest Financial Group's LMBS Position: Q2 2026 in Review

Midwest Financial Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.7% in Q2 2026, buying an estimated $68.3K and bringing the position to 38,313 shares worth $1.91M. The position accounts for 0.67% of the portfolio, ranked #39.

Midwest Financial Group first reported a position in LMBS in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.52M in Q3 2024. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Midwest Financial Group held 38,313 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.91M as of Q2 2026.
Midwest Financial Group bought 1,369 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $68.3K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.67% of Midwest Financial Group's portfolio in Q2 2026, its #39 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 13 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.
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 Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.