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

NewEdge 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
Q1 		$19.4M Buy
389,763
+68,753
+21% +$3.45M 0.07% 268
2025
Q4 		$16M Buy
321,010
+14,906
+5% +$745K 0.06% 301
2025
Q3 		$15.2M Sell
306,104
-3,796
-1% -$188K 0.07% 280
2025
Q2 		$15.3M Buy
309,900
+20,491
+7% +$1M 0.08% 252
2025
Q1 		$14.2M Buy
289,409
+21,047
+8% +$1.03M 0.08% 241
2024
Q4 		$13.1M Buy
268,362
+2,751
+1% +$134K 0.08% 251
2024
Q3 		$13.1M Buy
265,611
+21,251
+9% +$1.04M 0.09% 235
2024
Q2 		$11.7M Buy
244,360
+77,107
+46% +$3.7M 0.09% 237
2024
Q1 		$8.07M Buy
167,253
+32,168
+24% +$1.55M 0.07% 269
2023
Q4 		$6.52M Buy
135,085
+10,068
+8% +$477K 0.06% 293
2023
Q3 		$5.91M Sell
125,017
-146,553
-54% -$6.97M 0.06% 291
2023
Q2 		$12.9M Sell
271,570
-84,654
-24% -$4.06M 0.15% 146
2023
Q1 		$17.1M Sell
356,224
-74,329
-17% -$3.56M 0.21% 114
2022
Q4 		$18.4M Sell
430,553
-30,339
-7% -$1.43M 0.5% 38
2022
Q3 		$21.8M Buy
460,892
+86,173
+23% +$4.16M 0.36% 69
2022
Q2 		$18.1M Buy
374,719
+61,086
+19% +$2.97M 0.3% 83
2022
Q1 		$15.4M Buy
313,633
+109,087
+53% +$5.4M 0.25% 98
2021
Q4 		$10.2M Buy
204,546
+93,824
+85% +$4.72M 0.15% 139
2021
Q3 		$5.6M Buy
110,722
+29,638
+37% +$1.5M 0.14% 148
2021
Q2 		$4.13M Sell
81,084
-2,733
-3% -$140K 0.11% 193
2021
Q1 		$4.28M Buy
83,817
+13,473
+19% +$692K 0.13% 173
2020
Q4 		$3.62M Buy
70,344
+28,111
+67% +$1.45M 0.12% 173
2020
Q3 		$2.18M Sell
42,233
-3,959
-9% -$205K 0.08% 231
2020
Q2 		$2.39M Sell
46,192
-12,128
-21% -$626K 0.09% 202
2020
Q1 		$2.97M Sell
58,320
-5,046
-8% -$262K 0.14% 142
2019
Q4 		$3.28M Sell
63,366
-17,928
-22% -$930K 0.13% 172
2019
Q3 		$4.23M Buy
81,294
+10,707
+15% +$556K 0.19% 123
2019
Q2 		$3.65M Buy
70,587
+15,232
+28% +$783K 0.22% 114
2019
Q1 		$2.84M Buy
55,355
+10,112
+22% +$517K 0.18% 135
2018
Q4 		$2.31K Buy
+45,243
New +$2.3M 0.15% 137
2016
Q4 		– Sell
-10,600
Closed -$556K – 274
2016
Q3 		$556K Buy
+10,600
New +$553K 0.18% 110

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

NewEdge Advisors's LMBS Position: Q1 2026 in Review

NewEdge Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 21% in Q1 2026, buying an estimated $3.45M and bringing the position to 389,763 shares worth $19.4M. The position accounts for 0.07% of the portfolio, ranked #268.

NewEdge Advisors first reported a position in LMBS in Q3 2016 and has held it in 31 quarters since. The position peaked at $21.8M in Q3 2022. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • NewEdge Advisors held 389,763 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $19.4M as of Q1 2026.
  • NewEdge Advisors bought 68,753 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $3.45M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.07% of NewEdge Advisors's portfolio in Q1 2026, its #268 holding.
  • NewEdge Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2016 and has held it in 31 quarters since.
  • NewEdge Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $21.8M in Q3 2022.
  • 440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.