Mount Yale Investment Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Mount Yale Investment Advisors’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	$12.6M	Buy	253,730 +66,721	+36%	+$3.33M	0.23%	95
2026 Q1	$9.31M	Sell	187,009 -149,067	-44%	-$7.47M	0.22%	101
2025 Q4	$16.8M	Sell	336,076 -113,329	-25%	-$5.67M	0.81%	29
2025 Q3	$22.4M	Buy	+449,405	New	+$22.2M	1.56%	8

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

Mount Yale Investment Advisors's LMBS Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 36% in Q2 2026, buying an estimated $3.33M and bringing the position to 253,730 shares worth $12.6M. The position accounts for 0.23% of the portfolio, ranked #95.

Mount Yale Investment Advisors first reported a position in LMBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.4M in Q3 2025. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Mount Yale Investment Advisors held 253,730 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $12.6M as of Q2 2026.
Mount Yale Investment Advisors bought 66,721 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $3.33M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.23% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #95 holding.
Mount Yale Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
Mount Yale Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $22.4M in Q3 2025.
455 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 Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.