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

NewEdge Wealth’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	$1.56M	Sell	31,259 -7,588	-20%	-$378K	0.02%	525
2026 Q1	$1.93M	Sell	38,847 -6,312	-14%	-$316K	0.02%	437
2025 Q4	$2.26M	Sell	45,159 -326	-0.7%	-$16.3K	0.03%	421
2025 Q3	$2.27M	Sell	45,485 -1,051	-2%	-$52K	0.03%	365
2025 Q2	$2.3M	Sell	46,536 -1,164	-2%	-$57K	0.04%	350
2025 Q1	$2.34M	Sell	47,700 -521	-1%	-$25.5K	0.04%	322
2024 Q4	$2.35M	Sell	48,221 -4,380	-8%	-$214K	0.04%	316
2024 Q3	$2.6M	Sell	52,601 -970	-2%	-$47.5K	0.05%	307
2024 Q2	$2.57M	Sell	53,571 -907	-2%	-$43.5K	0.06%	281
2024 Q1	$2.6M	Sell	54,478 -1,137	-2%	-$54.8K	0.06%	280
2023 Q4	$2.69M	Sell	55,615 -15,117	-21%	-$717K	0.07%	247
2023 Q3	$3.34M	Buy	70,732 +24,286	+52%	+$1.15M	0.11%	171
2023 Q2	$2.21M	Buy	46,446 +39,043	+527%	+$1.87M	0.07%	234
2023 Q1	$354K	Buy	+7,403	New	+$354K	0.01%	474

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

NewEdge Wealth's LMBS Position: Q2 2026 in Review

NewEdge Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 20% in Q2 2026, selling an estimated $378K and leaving 31,259 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #525.

NewEdge Wealth first reported a position in LMBS in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.34M in Q3 2023. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

NewEdge Wealth held 31,259 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.56M as of Q2 2026.
NewEdge Wealth sold 7,588 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $378K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #525 holding.
NewEdge Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2023 and has held it in 14 quarters since.
NewEdge Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.34M in Q3 2023.
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 NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.