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

Obermeyer Wealth Partners’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 		– Sell
-304,752
Closed -$15.2M – 312
2026
Q1 		$15.2M Sell
304,752
-20,322
-6% -$1.02M 0.7% 34
2025
Q4 		$16.3M Buy
325,074
+18,980
+6% +$949K 0.74% 37
2025
Q3 		$15.2M Buy
306,094
+6,753
+2% +$334K 0.71% 37
2025
Q2 		$14.7M Buy
299,341
+252
+0.1% +$12.3K 0.73% 39
2025
Q1 		$14.7M Buy
299,089
+21,965
+8% +$1.07M 0.78% 39
2024
Q4 		$13.5M Sell
277,124
-2,384
-0.9% -$116K 0.7% 39
2024
Q3 		$13.8M Sell
279,508
-16,368
-6% -$801K 0.74% 38
2024
Q2 		$14.2M Sell
295,876
-20,230
-6% -$971K 0.81% 38
2024
Q1 		$15.3M Sell
316,106
-10,365
-3% -$500K 0.9% 36
2023
Q4 		$15.8M Sell
326,471
-11,602
-3% -$550K 1.08% 32
2023
Q3 		$16M Sell
338,073
-742
-0.2% -$35.3K 1.19% 30
2023
Q2 		$16.2M Buy
338,815
+562
+0.2% +$26.9K 1.16% 31
2023
Q1 		$16.2M Sell
338,253
-4,751
-1% -$227K 1.21% 31
2022
Q4 		$16.3M Buy
343,004
+31,966
+10% +$1.51M 1.23% 29
2022
Q3 		$14.7M Sell
311,038
-23,381
-7% -$1.13M 1.19% 29
2022
Q2 		$16.2M Buy
334,419
+3,103
+0.9% +$151K 1.19% 29
2022
Q1 		$16.2M Buy
331,316
+55,106
+20% +$2.73M 0.97% 34
2021
Q4 		$13.8M Buy
+276,210
New +$13.9M 0.74% 35

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Obermeyer Wealth Partners's LMBS Position: Q2 2026 in Review

Obermeyer Wealth Partners sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026, closing a stake of 304,752 shares — an estimated $15.2M sold.

Obermeyer Wealth Partners first reported a position in LMBS in Q4 2021 and held it in 18 quarters. The position peaked at $16.3M in Q4 2022. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Obermeyer Wealth Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 304,752 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $15.2M.
  • Obermeyer Wealth Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and held it in 18 quarters.
  • Obermeyer Wealth Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $16.3M in Q4 2022.
  • 455 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 Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.