PFA
LMBS icon

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

Pinnacle Family 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 		– Sell
-12,028
Closed -$601K – 145
2025
Q4 		$601K Buy
12,028
+669
+6% +$33.4K 0.26% 67
2025
Q3 		$566K Buy
11,359
+1,044
+10% +$51.7K 0.25% 65
2025
Q2 		$508K Buy
10,315
+363
+4% +$17.8K 0.25% 72
2025
Q1 		$489K Buy
9,952
+24
+0.2% +$1.17K 0.27% 70
2024
Q4 		$483K Buy
9,928
+420
+4% +$20.5K 0.23% 71
2024
Q3 		$470K Buy
9,508
+391
+4% +$19.1K 0.24% 73
2024
Q2 		$438K Buy
9,117
+1,769
+24% +$84.9K 0.24% 64
2024
Q1 		$355K Sell
7,348
-151
-2% -$7.28K 0.19% 71
2023
Q4 		$362K Buy
7,499
+293
+4% +$13.9K 0.21% 72
2023
Q3 		$340K Buy
7,206
+7,158
+14,913% +$340K 0.2% 65
2023
Q2 		$427K Sell
48
-16,823
-100% -$806K 0.23% 70
2023
Q1 		$808K Sell
16,871
-8,315
-33% -$398K 0.49% 46
2022
Q4 		$1.19M Buy
25,186
+2,063
+9% +$97.5K 0.85% 26
2022
Q3 		$1.09M Sell
23,123
-205
-0.9% -$9.89K 0.95% 21
2022
Q2 		$1.13M Buy
23,328
+8,622
+59% +$419K 0.92% 21
2022
Q1 		$720K Buy
14,706
+67
+0.5% +$3.32K 0.38% 45
2021
Q4 		$732K Sell
14,639
-2,124
-13% -$107K 0.33% 51
2021
Q3 		$848K Sell
16,763
-1,174
-7% -$59.6K 0.38% 46
2021
Q2 		$913K Sell
17,937
-8,040
-31% -$411K 0.4% 48
2021
Q1 		$1.33M Buy
25,977
+2,466
+10% +$127K 0.7% 35
2020
Q4 		$1.21M Buy
+23,511
New +$1.21M 0.74% 33

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Pinnacle Family Advisors's LMBS Position: Q1 2026 in Review

Pinnacle Family Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026, closing a stake of 12,028 shares — an estimated $601K sold.

Pinnacle Family Advisors first reported a position in LMBS in Q4 2020 and held it in 21 quarters. The position peaked at $1.33M in Q1 2021. 445 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Pinnacle Family Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Family Advisors sold 12,028 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $601K.
  • Pinnacle Family Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and held it in 21 quarters.
  • Pinnacle Family Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.33M in Q1 2021.
  • 445 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 Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.