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

National Wealth Management 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 Q2	$2.42M	Sell	48,542 -14,000	-22%	-$698K	0.75%	39
2026 Q1	$3.12M	Buy	62,542 +227	+0.4%	+$11.4K	1.16%	24
2025 Q4	$3.12M	Buy	62,315 +45,202	+264%	+$2.26M	1.08%	25
2025 Q3	$852K	Buy	17,113 +6,914	+68%	+$342K	0.32%	70
2025 Q2	$502K	Buy	10,199 +856	+9%	+$41.9K	0.28%	84
2025 Q1	$459K	Buy	+9,343	New	+$456K	0.3%	82
2024 Q1	–	Sell	-28,993	Closed	-$1.4M	–	147
2023 Q4	$1.4M	Sell	28,993 -524	-2%	-$24.8K	1.36%	22
2023 Q3	$1.39M	Sell	29,517 -568	-2%	-$27K	1.52%	19
2023 Q2	$1.44M	Buy	30,085 +2,406	+9%	+$115K	1.49%	18
2023 Q1	$1.33M	Buy	27,679 +37	+0.1%	+$1.77K	1.52%	16
2022 Q4	$1.31M	Buy	27,642 +21,195	+329%	+$1M	1.57%	14
2022 Q3	$305K	Sell	6,447 -598	-8%	-$28.9K	0.4%	85
2022 Q2	$340K	Sell	7,045 -3,098	-31%	-$151K	0.43%	66
2022 Q1	$497K	Buy	10,143 +621	+7%	+$30.8K	0.48%	62
2021 Q4	$476K	Buy	+9,522	New	+$479K	0.45%	67

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

National Wealth Management Group's LMBS Position: Q2 2026 in Review

National Wealth Management Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 22% in Q2 2026, selling an estimated $698K and leaving 48,542 shares worth $2.42M. The position accounts for 0.75% of the portfolio, ranked #39.

National Wealth Management Group first reported a position in LMBS in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.12M in Q1 2026. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

National Wealth Management Group held 48,542 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.42M as of Q2 2026.
National Wealth Management Group sold 14,000 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $698K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.75% of National Wealth Management Group's portfolio in Q2 2026, its #39 holding.
National Wealth Management Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 15 quarters since.
National Wealth Management Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.12M in Q1 2026.
456 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 National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.