Private Client Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Private Client Services’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	$239K	Sell	4,926 -802	-14%	-$39.7K	0.06%	203
2026 Q2	$285K	Sell	5,728 -429	-7%	-$21.4K	0.07%	181
2026 Q1	$307K	Sell	6,157 -221	-3%	-$11.1K	0.09%	156
2025 Q4	$319K	Buy	6,378 +15	+0.2%	+$750	0.1%	137
2025 Q3	$317K	Sell	6,363 -23	-0.4%	-$1.14K	0.11%	137
2025 Q2	$315K	Sell	6,386 -745	-10%	-$36.5K	0.12%	146
2025 Q1	$351K	Sell	7,131 -772	-10%	-$37.7K	0.17%	117
2024 Q4	$385K	Buy	7,903 +686	+10%	+$33.5K	0.21%	100
2024 Q3	$357K	Buy	+7,217	New	+$353K	0.19%	104

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

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

WFS

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

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Private Client Services's LMBS Position: Q3 2026 in Review

Private Client Services reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 14% in Q3 2026, selling an estimated $39.7K and leaving 4,926 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #203.

Private Client Services first reported a position in LMBS in Q3 2024 and has held it in 9 quarters since. The position peaked at $385K in Q4 2024. 73 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Private Client Services held 4,926 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $239K as of Q3 2026.
Private Client Services sold 802 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $39.7K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Private Client Services's portfolio in Q3 2026, its #203 holding.
Private Client Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2024 and has held it in 9 quarters since.
Private Client Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $385K in Q4 2024.
73 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 Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.