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

OakTrust Wealth 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 Q2	$394K	Buy	7,921 +7	+0.1%	+$349	0.34%	43
2026 Q1	$394K	Buy	7,914 +111	+1%	+$5.57K	0.36%	41
2025 Q4	$390K	Buy	+7,803	New	+$390K	0.36%	42

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 $103B AUM 28.65% 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

OakTrust Wealth Advisors's LMBS Position: Q2 2026 in Review

OakTrust Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.09% in Q2 2026, buying an estimated $349 and bringing the position to 7,921 shares worth $394K. The position accounts for 0.34% of the portfolio, ranked #43.

OakTrust Wealth Advisors first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. 451 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

OakTrust Wealth Advisors held 7,921 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $394K as of Q2 2026.
OakTrust Wealth Advisors bought 7 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $349.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.34% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #43 holding.
OakTrust Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
451 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 OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.