Morey & Quinn Wealth Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Morey & Quinn Wealth Partners’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	$888K	Buy	17,841 +9	+0.1%	+$449	0.57%	48
2026 Q1	$888K	Sell	17,832 -20	-0.1%	-$1K	0.63%	40
2025 Q4	$892K	Buy	17,852 +26	+0.1%	+$1.3K	0.64%	39
2025 Q3	$888K	Buy	17,826 +1,016	+6%	+$50.3K	0.65%	37
2025 Q2	$828K	Sell	16,810 -2	-0%	-$98	0.66%	37
2025 Q1	$826K	Buy	16,812 +3,045	+22%	+$149K	0.68%	33
2024 Q4	$670K	Buy	+13,767	New	+$672K	0.57%	41

Other funds holding LMBS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Morey & Quinn Wealth Partners's LMBS Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.05% in Q2 2026, buying an estimated $449 and bringing the position to 17,841 shares worth $888K. The position accounts for 0.57% of the portfolio, ranked #48.

Morey & Quinn Wealth Partners first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $892K in Q4 2025. 305 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Morey & Quinn Wealth Partners held 17,841 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $888K as of Q2 2026.
Morey & Quinn Wealth Partners bought 9 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $449.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.57% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #48 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $892K in Q4 2025.
305 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 Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.