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

OneDigital Investment 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
Q1 		$920K Buy
18,476
+3,043
+20% +$153K 0.01% 708
2025
Q4 		$771K Sell
15,433
-1,340
-8% -$67K 0.01% 763
2025
Q3 		$835K Sell
16,773
-2,526
-13% -$125K 0.01% 727
2025
Q2 		$951K Sell
19,299
-3,270
-14% -$160K 0.01% 654
2025
Q1 		$1.11M Sell
22,569
-2,578
-10% -$126K 0.01% 571
2024
Q4 		$1.22M Buy
25,147
+2,162
+9% +$106K 0.01% 566
2024
Q3 		$1.14M Buy
22,985
+6,612
+40% +$324K 0.01% 610
2024
Q2 		$787K Buy
16,373
+9,198
+128% +$442K 0.01% 709
2024
Q1 		$346K Sell
7,175
-2,538
-26% -$122K 0.01% 863
2023
Q4 		$469K Buy
9,713
+2,174
+29% +$103K 0.01% 740
2023
Q3 		$356K Sell
7,539
-73
-1% -$3.47K 0.01% 747
2023
Q2 		$363K Buy
7,612
+6
+0.1% +$288 0.01% 751
2023
Q1 		$364K Buy
7,606
+21
+0.3% +$1K 0.01% 708
2022
Q4 		$360K Sell
7,585
-585
-7% -$27.7K 0.01% 603
2022
Q3 		$387K Sell
8,170
-494
-6% -$23.8K 0.01% 526
2022
Q2 		$418K Buy
8,664
+104
+1% +$5.05K 0.02% 473
2022
Q1 		$419K Sell
8,560
-1,960
-19% -$97.1K 0.02% 495
2021
Q4 		$526K Buy
10,520
+3,075
+41% +$155K 0.02% 435
2021
Q3 		$377K Buy
7,445
+2,023
+37% +$103K 0.01% 503
2021
Q2 		$276K Sell
5,422
-29,446
-84% -$1.5M 0.01% 577
2021
Q1 		$1.78M Sell
34,868
-1,713
-5% -$88K 0.08% 163
2020
Q4 		$1.88M Buy
36,581
+8,446
+30% +$436K 0.1% 147
2020
Q3 		$1.45M Buy
28,135
+5,941
+27% +$307K 0.1% 162
2020
Q2 		$1.15M Buy
+22,194
New +$1.15M 0.08% 192
2019
Q3 		– Sell
-4,791
Closed -$248K – 901
2019
Q2 		$248K Sell
4,791
-996
-17% -$51.2K 0.02% 369
2019
Q1 		$297K Sell
5,787
-24,374
-81% -$1.25M 0.04% 229
2018
Q4 		$1.54M Buy
+30,161
New +$1.54M 0.26% 82

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

OneDigital Investment Advisors's LMBS Position: Q1 2026 in Review

OneDigital Investment Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 20% in Q1 2026, buying an estimated $153K and bringing the position to 18,476 shares worth $920K. The position accounts for 0.01% of the portfolio, ranked #708.

OneDigital Investment Advisors first reported a position in LMBS in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.88M in Q4 2020. 441 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • OneDigital Investment Advisors held 18,476 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $920K as of Q1 2026.
  • OneDigital Investment Advisors bought 3,043 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $153K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #708 holding.
  • OneDigital Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and has held it in 27 quarters since.
  • OneDigital Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.88M in Q4 2020.
  • 441 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.