Mosley Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Mosley Wealth Management’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	$57.6K	Sell	1,156 -3,322	-74%	-$166K	0.02%	237
2026 Q1	$223K	Buy	4,478 +35	+0.8%	+$1.75K	0.1%	145
2025 Q4	$222K	Buy	+4,443	New	+$222K	0.1%	150
2024 Q4	$234K	Sell	4,812 -211	-4%	-$10.3K	0.15%	107
2024 Q3	$246K	Buy	+5,023	New	+$246K	0.17%	104

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

Mosley Wealth Management's LMBS Position: Q2 2026 in Review

Mosley Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 74% in Q2 2026, selling an estimated $166K and leaving 1,156 shares worth $57.6K. The position accounts for 0.02% of the portfolio, ranked #237.

Mosley Wealth Management first reported a position in LMBS in Q3 2024 and has held it in 5 quarters since. The position peaked at $246K in Q3 2024. 302 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Mosley Wealth Management held 1,156 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $57.6K as of Q2 2026.
Mosley Wealth Management sold 3,322 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $166K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Mosley Wealth Management's portfolio in Q2 2026, its #237 holding.
Mosley Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2024 and has held it in 5 quarters since.
Mosley Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $246K in Q3 2024.
302 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 Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.