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

PlanVest 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	$1.15M	Buy	23,085 +69	+0.3%	+$3.44K	0.77%	33
2026 Q1	$1.15M	Buy	+23,016	New	+$1.15M	0.87%	29

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 $103B AUM 28.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PlanVest Financial's LMBS Position: Q2 2026 in Review

PlanVest Financial increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.3% in Q2 2026, buying an estimated $3.44K and bringing the position to 23,085 shares worth $1.15M. The position accounts for 0.77% of the portfolio, ranked #33.

PlanVest Financial first reported a position in LMBS in Q1 2026 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

PlanVest Financial held 23,085 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.15M as of Q2 2026.
PlanVest Financial bought 69 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $3.44K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.77% of PlanVest Financial's portfolio in Q2 2026, its #33 holding.
PlanVest Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
439 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 PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.