O'Connor Financial Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

O'Connor Financial Group’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	$1.62M	Buy	32,465 +19,373	+148%	+$966K	0.57%	25
2026 Q1	$652K	Sell	13,092 -12	-0.1%	-$602	0.27%	36
2025 Q4	$656K	Buy	13,104 +587	+5%	+$29.3K	0.26%	36
2025 Q3	$623K	Buy	12,517 +141	+1%	+$6.98K	0.26%	37
2025 Q2	$609K	Buy	12,376 +68	+0.6%	+$3.33K	0.27%	37
2025 Q1	$605K	Buy	12,308 +918	+8%	+$44.9K	0.31%	33
2024 Q4	$554K	Buy	11,390 +117	+1%	+$5.71K	0.29%	34
2024 Q3	$557K	Buy	11,273 +109	+1%	+$5.33K	0.29%	33
2024 Q2	$536K	Buy	11,164 +52	+0.5%	+$2.5K	0.31%	31
2024 Q1	$536K	Buy	11,112 +137	+1%	+$6.61K	0.32%	30
2023 Q4	$530K	Buy	10,975 +121	+1%	+$5.74K	0.33%	39
2023 Q3	$513K	Buy	10,854 +37	+0.3%	+$1.76K	0.35%	39
2023 Q2	$516K	Buy	10,817 +431	+4%	+$20.7K	0.36%	38
2023 Q1	$497K	Buy	+10,386	New	+$497K	0.37%	40

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

O'Connor Financial Group's LMBS Position: Q2 2026 in Review

O'Connor Financial Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 148% in Q2 2026, buying an estimated $966K and bringing the position to 32,465 shares worth $1.62M. The position accounts for 0.57% of the portfolio, ranked #25.

O'Connor Financial Group first reported a position in LMBS in Q1 2023 and has held it in 14 quarters since. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

O'Connor Financial Group held 32,465 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.62M as of Q2 2026.
O'Connor Financial Group bought 19,373 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $966K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.57% of O'Connor Financial Group's portfolio in Q2 2026, its #25 holding.
O'Connor Financial Group 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.
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 O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.