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

Prism 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 Q3	$16.7M	Buy	344,206 +27,635	+9%	+$1.37M	4.2%	7
2026 Q2	$15.8M	Buy	316,571 +5,112	+2%	+$255K	3.83%	10
2026 Q1	$15.5M	Buy	311,459 +6,065	+2%	+$304K	4.14%	9
2025 Q4	$15.3M	Buy	305,394 +28,886	+10%	+$1.44M	4.07%	10
2025 Q3	$13.8M	Buy	276,508 +13,284	+5%	+$658K	3.72%	10
2025 Q2	$13M	Sell	263,224 -21,567	-8%	-$1.06M	3.69%	10
2025 Q1	$14M	Sell	284,791 -697	-0.2%	-$34.1K	4.31%	9
2024 Q4	$13.9M	Buy	285,488 +5,655	+2%	+$276K	4.16%	9
2024 Q3	$13.8M	Buy	279,833 +17,645	+7%	+$864K	3.95%	8
2024 Q2	$12.6M	Buy	262,188 +10,521	+4%	+$505K	3.82%	9
2024 Q1	$12.1M	Buy	251,667 +38,132	+18%	+$1.84M	3.65%	12
2023 Q4	$10.3M	Sell	213,535 -32,055	-13%	-$1.52M	3.32%	16
2023 Q3	$11.6M	Buy	245,590 +10,211	+4%	+$486K	4.06%	11
2023 Q2	$11.2M	Sell	235,379 -754	-0.3%	-$36.1K	3.77%	13
2023 Q1	$11.3M	Buy	236,133 +8,942	+4%	+$428K	3.92%	12
2022 Q4	$10.8M	Sell	227,191 -13,428	-6%	-$635K	3.95%	11
2022 Q3	$11.4M	Sell	240,619 -6,235	-3%	-$301K	4.59%	9
2022 Q2	$11.9M	Sell	246,854 -8,693	-3%	-$422K	4.52%	11
2022 Q1	$12.5M	Buy	255,547 +18,863	+8%	+$934K	4.19%	11
2021 Q4	$11.8M	Buy	236,684 +11,441	+5%	+$575K	3.87%	12
2021 Q3	$11.4M	Buy	225,243 +2,261	+1%	+$115K	4.06%	13
2021 Q2	$11.4M	Buy	222,982 +3,673	+2%	+$188K	3.95%	12
2021 Q1	$11.2M	Buy	219,309 +23,693	+12%	+$1.22M	4.05%	13
2020 Q4	$10.1M	Buy	195,616 +28,621	+17%	+$1.48M	3.81%	13
2020 Q3	$8.63M	Buy	166,995 +23,900	+17%	+$1.24M	3.64%	13
2020 Q2	$7.4M	Buy	143,095 +5,437	+4%	+$281K	3.31%	15
2020 Q1	$7.02M	Sell	137,658 -10,477	-7%	-$544K	4.53%	6
2019 Q4	$7.67M	Sell	148,135 -2,099	-1%	-$109K	3.88%	7
2019 Q3	$7.81M	Buy	150,234 +5,186	+4%	+$269K	4.37%	7
2019 Q2	$7.5M	Buy	145,048 +5,497	+4%	+$283K	4.27%	7
2019 Q1	$7.16M	Sell	139,551 -8,630	-6%	-$442K	4.11%	8
2018 Q4	$7.56M	Buy	148,181 +239	+0.2%	+$12.2K	4.8%	8
2018 Q3	$7.54M	Buy	147,942 +24,105	+19%	+$1.23M	4.38%	8
2018 Q2	$6.34M	Buy	+123,837	New	+$6.34M	3.38%	8

Other funds holding LMBS

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

TPW

TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return

FPW

Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Prism Advisors's LMBS Position: Q3 2026 in Review

Prism Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 8.7% in Q3 2026, buying an estimated $1.37M and bringing the position to 344,206 shares worth $16.7M. The position accounts for 4.2% of the portfolio, ranked #7.

Prism Advisors first reported a position in LMBS in Q2 2018 and has held it in 34 quarters since. 89 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Prism Advisors held 344,206 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $16.7M as of Q3 2026.
Prism Advisors bought 27,635 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $1.37M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 4.2% of Prism Advisors's portfolio in Q3 2026, its #7 holding.
Prism Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2018 and has held it in 34 quarters since.
89 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.