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Petix & Botte Financial’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Petix & Botte Financial’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 		$10.3M Buy
207,621
+100,867
+94% +$5.03M 2.08% 16
2026
Q1 		$10.6M Sell
106,754
-119,288
-53% -$5.98M 2.37% 14
2025
Q4 		$11.3M Sell
226,042
-34,729
-13% -$1.74M 2.56% 12
2025
Q3 		$13M Sell
260,771
-16,442
-6% -$814K 3% 9
2025
Q2 		$13.7M Sell
277,213
-18,006
-6% -$881K 3.35% 7
2025
Q1 		$14.5M Sell
295,219
-51,217
-15% -$2.5M 3.82% 5
2024
Q4 		$16.9M Sell
346,436
-111,930
-24% -$5.47M 4.43% 5
2024
Q3 		$22.6M Buy
458,366
+6,792
+2% +$332K 6.03% 4
2024
Q2 		$21.7M Buy
451,574
+224,111
+99% +$10.8M 6.15% 4
2024
Q1 		$11M Sell
227,463
-234,647
-51% -$11.3M 2.73% 11
2023
Q4 		$22.3M Buy
462,110
+1,639
+0.4% +$77.7K 6.57% 4
2023
Q3 		$21.8M Sell
460,471
-1,243
-0.3% -$59.1K 6.86% 3
2023
Q2 		$22M Buy
461,714
+236,823
+105% +$11.4M 6.83% 3
2023
Q1 		$10.8M Buy
+224,891
New +$10.8M 7.26% 3
2022
Q3 		$9.82M Buy
207,327
+170
+0.1% +$8.2K 7.47% 1
2022
Q2 		$10M Sell
207,157
-206,999
-50% -$10.1M 7.37% 1
2022
Q1 		$20.3M Buy
414,156
+221,577
+115% +$11M 6.25% 4
2021
Q4 		$9.63M Sell
192,579
-141,238
-42% -$7.1M 6.12% 4
2021
Q3 		$16.9M Buy
333,817
+197,093
+144% +$10M 5.72% 4
2021
Q2 		$6.96M Buy
136,724
+12,389
+10% +$633K 4.85% 6
2021
Q1 		$6.35M Buy
124,335
+11,204
+10% +$576K 4.69% 7
2020
Q4 		$5.82M Buy
113,131
+18,720
+20% +$965K 4.36% 6
2020
Q3 		$4.89M Sell
94,411
-53,544
-36% -$2.77M 3.9% 7
2020
Q2 		$3.83M Buy
147,955
+81,974
+124% +$4.23M 3.15% 11
2020
Q1 		$3.37M Buy
65,981
+24,113
+58% +$1.25M 3.28% 10
2019
Q4 		$2.17M Buy
+41,868
New +$2.17M 1.71% 18

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

Petix & Botte Financial's LMBS Position: Q2 2026 in Review

Petix & Botte Financial increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 94% in Q2 2026, buying an estimated $5.03M and bringing the position to 207,621 shares worth $10.3M. The position accounts for 2.08% of the portfolio, ranked #16.

Petix & Botte Financial first reported a position in LMBS in Q4 2019 and has held it in 26 quarters since. The position peaked at $22.6M in Q3 2024. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Petix & Botte Financial held 207,621 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $10.3M as of Q2 2026.
  • Petix & Botte Financial bought 100,867 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $5.03M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.08% of Petix & Botte Financial's portfolio in Q2 2026, its #16 holding.
  • Petix & Botte Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and has held it in 26 quarters since.
  • Petix & Botte Financial's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $22.6M in Q3 2024.
  • 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 Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.