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

Nations Financial 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	$1.11M	Sell	22,344 -1,749	-7%	-$87.2K	0.05%	355
2026 Q1	$1.2M	Sell	24,093 -1,173	-5%	-$58.8K	0.06%	322
2025 Q4	$1.26M	Sell	25,266 -3,724	-13%	-$186K	0.07%	288
2025 Q3	$1.44M	Buy	28,990 +1,231	+4%	+$60.9K	0.09%	240
2025 Q2	$1.37M	Buy	27,759 +719	+3%	+$35.2K	0.09%	236
2025 Q1	$1.33M	Sell	27,040 -3,778	-12%	-$185K	0.1%	227
2024 Q4	$1.5M	Buy	30,818 +1,350	+5%	+$65.9K	0.11%	211
2024 Q3	$1.46M	Buy	29,468 +386	+1%	+$18.9K	0.11%	211
2024 Q2	$1.4M	Buy	29,082 +1,095	+4%	+$52.6K	0.11%	202
2024 Q1	$1.35M	Buy	27,987 +195	+0.7%	+$9.4K	0.11%	204
2023 Q4	$1.34M	Sell	27,792 -647	-2%	-$30.7K	0.12%	192
2023 Q3	$1.34M	Sell	28,439 -4,543	-14%	-$216K	0.14%	180
2023 Q2	$1.57M	Buy	32,982 +2,348	+8%	+$113K	0.15%	162
2023 Q1	$1.47M	Buy	30,634 +3,061	+11%	+$147K	0.15%	160
2022 Q4	$1.31M	Sell	27,573 -4,928	-15%	-$233K	0.15%	173
2022 Q3	$1.54M	Buy	32,501 +533	+2%	+$25.7K	0.22%	106
2022 Q2	$1.54M	Buy	31,968 +25,042	+362%	+$1.22M	0.21%	124
2022 Q1	$339K	Buy	6,926 +1,084	+19%	+$53.7K	0.04%	400
2021 Q4	$292K	Buy	5,842 +664	+13%	+$33.4K	0.04%	391
2021 Q3	$262K	Buy	5,178 +7	+0.1%	+$355	0.04%	389
2021 Q2	$263K	Buy	+5,171	New	+$264K	0.04%	351
2021 Q1	–	Sell	-4,229	Closed	-$218K	–	358
2020 Q4	$218K	Buy	4,229 +162	+4%	+$8.35K	0.06%	306
2020 Q3	$210K	Buy	+4,067	New	+$210K	0.07%	270

Other funds holding LMBS

AWA

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

TPW

TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

FPW

Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

Nations Financial Group's LMBS Position: Q2 2026 in Review

Nations Financial Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.3% in Q2 2026, selling an estimated $87.2K and leaving 22,344 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #355.

Nations Financial Group first reported a position in LMBS in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.57M in Q2 2023. 147 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Nations Financial Group held 22,344 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.11M as of Q2 2026.
Nations Financial Group sold 1,749 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $87.2K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Nations Financial Group's portfolio in Q2 2026, its #355 holding.
Nations Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2020 and has held it in 23 quarters since.
Nations Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.57M in Q2 2023.
147 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 Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.