Northeast Planning Associates NH’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Northeast Planning Associates NH’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	$2.47M	Sell	53,042 -15,604	-23%	-$778K	1.85%	16
2026 Q1	$3.42M	Buy	68,646 +1,410	+2%	+$70.7K	2.3%	9
2025 Q4	$3.36M	Buy	67,236 +7,930	+13%	+$396K	2.37%	8
2025 Q3	$2.95M	Buy	59,306 +6,509	+12%	+$322K	2.5%	11
2025 Q2	$2.6M	Buy	52,797 +3,491	+7%	+$171K	2.4%	11
2025 Q1	$2.42M	Buy	+49,306	New	+$2.41M	2.01%	12

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

Northeast Planning Associates NH's LMBS Position: Q2 2026 in Review

Northeast Planning Associates NH reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 23% in Q2 2026, selling an estimated $778K and leaving 53,042 shares worth $2.47M. The position accounts for 1.85% of the portfolio, ranked #16.

Northeast Planning Associates NH first reported a position in LMBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.42M in Q1 2026. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Northeast Planning Associates NH held 53,042 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.47M as of Q2 2026.
Northeast Planning Associates NH sold 15,604 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $778K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.85% of Northeast Planning Associates NH's portfolio in Q2 2026, its #16 holding.
Northeast Planning Associates NH first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2025 and has held it in 6 quarters since.
Northeast Planning Associates NH's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.42M in Q1 2026.
457 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 Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.