MRA Advisory Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

MRA Advisory 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 Q3	$8.27M	Buy	170,684 +22,482	+15%	+$1.11M	3.1%	7
2026 Q2	$7.38M	Buy	148,202 +2,550	+2%	+$127K	2.67%	12
2026 Q1	$7.25M	Sell	145,652 -87,182	-37%	-$4.37M	2.96%	9
2025 Q4	$11.6M	Buy	232,834 +8,916	+4%	+$446K	4.89%	5
2025 Q3	$11.1M	Buy	223,918 +24,454	+12%	+$1.21M	4.86%	6
2025 Q2	$9.8M	Sell	199,464 -11,903	-6%	-$583K	4.6%	6
2025 Q1	$10.4M	Buy	211,367 +10,197	+5%	+$498K	5.54%	4
2024 Q4	$9.8M	Buy	201,170 +6,159	+3%	+$301K	5.19%	4
2024 Q3	$9.6M	Buy	195,011 +30,944	+19%	+$1.51M	5.27%	4
2024 Q2	$7.88M	Buy	164,067 +149,117	+997%	+$7.16M	4.51%	6
2024 Q1	$721K	Buy	14,950 +4,472	+43%	+$216K	0.43%	32
2023 Q4	$506K	Sell	10,478 -80,818	-89%	-$3.83M	0.33%	44
2023 Q3	$4.31M	Sell	91,296 -29,715	-25%	-$1.41M	3.08%	7
2023 Q2	$5.77M	Buy	121,011 +53,781	+80%	+$2.58M	3.97%	4
2023 Q1	$3.22M	Buy	67,230 +17,747	+36%	+$850K	2.32%	19
2022 Q4	$2.35M	Buy	49,483 +16,159	+48%	+$764K	1.84%	20
2022 Q3	$1.58M	Buy	33,324 +3,144	+10%	+$152K	1.34%	21
2022 Q2	$1.46M	Sell	30,180 -1,531	-5%	-$74.4K	1.27%	24
2022 Q1	$1.55M	Sell	31,711 -21,631	-41%	-$1.07M	1.18%	22
2021 Q4	$2.67M	Sell	53,342 -23,440	-31%	-$1.18M	2.06%	20
2021 Q3	$3.88M	Sell	76,782 -20,269	-21%	-$1.03M	3.3%	3
2021 Q2	$4.94M	Buy	97,051 +70,639	+267%	+$3.61M	4.24%	1
2021 Q1	$1.35M	Sell	26,412 -51,688	-66%	-$2.66M	1.27%	26
2020 Q4	$4.02M	Buy	+78,100	New	+$4.03M	3.95%	3

Other funds holding LMBS

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return

MRA Advisory Group's LMBS Position: Q3 2026 in Review

MRA Advisory Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 15% in Q3 2026, buying an estimated $1.11M and bringing the position to 170,684 shares worth $8.27M. The position accounts for 3.1% of the portfolio, ranked #7.

MRA Advisory Group first reported a position in LMBS in Q4 2020 and has held it in 24 quarters since. The position peaked at $11.6M in Q4 2025. 146 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

MRA Advisory Group held 170,684 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $8.27M as of Q3 2026.
MRA Advisory Group bought 22,482 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $1.11M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 3.1% of MRA Advisory Group's portfolio in Q3 2026, its #7 holding.
MRA Advisory Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and has held it in 24 quarters since.
MRA Advisory Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $11.6M in Q4 2025.
146 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.