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 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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return