Nations Financial Group
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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
Q3 		$1.18M Buy
24,335
+1,991
+9% +$98.4K 0.06% 335
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

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Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Nations Financial Group's LMBS Position: Q3 2026 in Review

Nations Financial Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 8.9% in Q3 2026, buying an estimated $98.4K and bringing the position to 24,335 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #335.

Nations Financial Group first reported a position in LMBS in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.57M in Q2 2023. 261 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • Nations Financial Group held 24,335 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.18M as of Q3 2026.
  • Nations Financial Group bought 1,991 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $98.4K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Nations Financial Group's portfolio in Q3 2026, its #335 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 24 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.
  • 261 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 Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.