Proactive Wealth Strategies’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Proactive Wealth Strategies’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	$444K	Sell	8,924 -285	-3%	-$14.2K	0.07%	156
2026 Q1	$459K	Buy	9,209 +4,519	+96%	+$227K	0.09%	149
2025 Q4	$234K	Buy	4,690 +47	+1%	+$2.35K	0.09%	140
2025 Q3	$231K	Sell	4,643 -2	-0%	-$99	0.1%	129
2025 Q2	$229K	Buy	4,645 +47	+1%	+$2.3K	0.11%	127
2025 Q1	$226K	Buy	4,598 +47	+1%	+$2.3K	0.12%	123
2024 Q4	$222K	Buy	4,551 +444	+11%	+$21.7K	0.12%	123
2024 Q3	$203K	Buy	+4,107	New	+$201K	0.11%	123

Other funds holding LMBS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Proactive Wealth Strategies's LMBS Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.1% in Q2 2026, selling an estimated $14.2K and leaving 8,924 shares worth $444K. The position accounts for 0.07% of the portfolio, ranked #156.

Proactive Wealth Strategies first reported a position in LMBS in Q3 2024 and has held it in 8 quarters since. The position peaked at $459K in Q1 2026. 325 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Proactive Wealth Strategies held 8,924 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $444K as of Q2 2026.
Proactive Wealth Strategies sold 285 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $14.2K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.07% of Proactive Wealth Strategies's portfolio in Q2 2026, its #156 holding.
Proactive Wealth Strategies 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 8 quarters since.
Proactive Wealth Strategies's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $459K in Q1 2026.
325 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 Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.