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Moneywise Inc’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Moneywise Inc’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 		– Sell
-4,236
Closed -$212K – 85
2025
Q4 		$212K Sell
4,236
-114
-3% -$5.7K 0.09% 82
2025
Q3 		$217K Sell
4,350
-708
-14% -$35K 0.1% 67
2025
Q2 		$249K Buy
5,058
+22
+0.4% +$1.08K 0.12% 65
2025
Q1 		$248K Buy
5,036
+21
+0.4% +$1.03K 0.13% 52
2024
Q4 		$244K Sell
5,015
-3,280
-40% -$160K 0.12% 47
2024
Q3 		$410K Sell
8,295
-7,423
-47% -$363K 0.2% 49
2024
Q2 		$755K Sell
15,718
-4,611
-23% -$221K 0.4% 36
2024
Q1 		$981K Sell
20,329
-6,181
-23% -$298K 0.53% 32
2023
Q4 		$1.28M Sell
26,510
-208
-0.8% -$9.86K 0.74% 22
2023
Q3 		$1.26M Buy
26,718
+811
+3% +$38.6K 0.79% 20
2023
Q2 		$1.23M Buy
25,907
+1,414
+6% +$67.8K 0.77% 24
2023
Q1 		$1.17M Buy
24,493
+46
+0.2% +$2.2K 0.76% 23
2022
Q4 		$1.16M Sell
24,447
-11,670
-32% -$552K 0.87% 23
2022
Q3 		$1.71M Buy
36,117
+553
+2% +$26.7K 1.4% 14
2022
Q2 		$1.72M Sell
35,564
-5,516
-13% -$268K 1.34% 19
2022
Q1 		$2.01M Sell
41,080
-4,290
-9% -$212K 1.32% 17
2021
Q4 		$2.27M Sell
45,370
-7,668
-14% -$385K 1.46% 16
2021
Q3 		$2.68M Buy
53,038
+4,314
+9% +$219K 1.75% 13
2021
Q2 		$2.48M Buy
48,724
+6,970
+17% +$356K 1.69% 14
2021
Q1 		$2.13M Sell
41,754
-847
-2% -$43.5K 1.44% 15
2020
Q4 		$2.19M Buy
42,601
+150
+0.4% +$7.74K 1.57% 15
2020
Q3 		$2.19M Buy
42,451
+1,557
+4% +$80.6K 1.74% 19
2020
Q2 		$2.11M Sell
40,894
-425
-1% -$21.9K 1.69% 19
2020
Q1 		$2.11M Buy
41,319
+2,268
+6% +$118K 1.85% 17
2019
Q4 		$2.03M Buy
39,051
+5,483
+16% +$285K 1.53% 19
2019
Q3 		$1.75M Sell
33,568
-7
-0% -$363 1.41% 18
2019
Q2 		$1.74M Buy
+33,575
New +$1.73M 1.32% 19
2019
Q1 		– Sell
-27,449
Closed -$1.4M – 40
2018
Q4 		$1.4M Buy
27,449
+2,173
+9% +$111K 1.33% 18
2018
Q3 		$1.29M Buy
25,276
+16,470
+187% +$842K 1.09% 18
2018
Q2 		$451K Buy
+8,806
New +$451K 0.39% 22

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Moneywise Inc's LMBS Position: Q1 2026 in Review

Moneywise Inc sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026, closing a stake of 4,236 shares — an estimated $212K sold.

Moneywise Inc first reported a position in LMBS in Q2 2018 and held it in 30 quarters. The position peaked at $2.68M in Q3 2021. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Moneywise Inc reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • Moneywise Inc sold 4,236 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $212K.
  • Moneywise Inc first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2018 and held it in 30 quarters.
  • Moneywise Inc's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.68M in Q3 2021.
  • 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 Moneywise Inc's 13F filing for Q1 2026, filed 27 Apr 2026.