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

Prospera Financial 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 		$26.1M Sell
524,477
-12,206
-2% -$609K 0.38% 48
2026
Q1 		$26.7M Buy
536,683
+102,114
+23% +$5.12M 0.43% 42
2025
Q4 		$21.7M Sell
434,569
-16,309
-4% -$815K 0.36% 55
2025
Q3 		$22.5M Buy
450,878
+7,541
+2% +$373K 0.38% 48
2025
Q2 		$21.8M Sell
443,337
-70,075
-14% -$3.43M 0.41% 43
2025
Q1 		$25.2M Buy
513,412
+23,034
+5% +$1.13M 0.58% 31
2024
Q4 		$23.9M Buy
490,378
+33,462
+7% +$1.63M 0.56% 30
2024
Q3 		$22.6M Buy
456,916
+111,451
+32% +$5.46M 0.58% 32
2024
Q2 		$16.6M Buy
345,465
+119,898
+53% +$5.76M 0.46% 44
2024
Q1 		$10.9M Buy
225,567
+38,310
+20% +$1.85M 0.32% 67
2023
Q4 		$9.05M Buy
187,257
+104,359
+126% +$4.95M 0.3% 71
2023
Q3 		$3.92M Sell
82,898
-635
-0.8% -$30.2K 0.15% 152
2023
Q2 		$3.98M Sell
83,533
-7,862
-9% -$377K 0.15% 151
2023
Q1 		$4.38M Buy
91,395
+651
+0.7% +$31.2K 0.18% 133
2022
Q4 		$4.3M Sell
90,744
-23,878
-21% -$1.13M 0.22% 115
2022
Q3 		$5.43M Buy
114,622
+51,339
+81% +$2.48M 0.28% 81
2022
Q2 		$3.06M Sell
63,283
-37,879
-37% -$1.84M 0.16% 168
2022
Q1 		$4.95M Sell
101,162
-4,818
-5% -$239K 0.21% 110
2021
Q4 		$5.3M Buy
105,980
+28,312
+36% +$1.42M 0.23% 98
2021
Q3 		$3.93M Sell
77,668
-5,140
-6% -$261K 0.2% 125
2021
Q2 		$4.21M Buy
82,808
+4,447
+6% +$227K 0.21% 116
2021
Q1 		$4M Sell
78,361
-15,116
-16% -$777K 0.24% 97
2020
Q4 		$4.81M Buy
93,477
+82,305
+737% +$4.24M 0.33% 57
2020
Q3 		$577K Sell
11,172
-88,647
-89% -$4.59M 0.22% 84
2020
Q2 		$5.16M Buy
99,819
+2,804
+3% +$145K 0.46% 31
2020
Q1 		$4.95M Buy
97,015
+4,461
+5% +$232K 0.53% 29
2019
Q4 		$4.79M Buy
92,554
+7,081
+8% +$367K 0.37% 37
2019
Q3 		$4.44M Buy
85,473
+9,385
+12% +$487K 0.46% 30
2019
Q2 		$3.94M Buy
76,088
+13,393
+21% +$689K 0.44% 33
2019
Q1 		$3.22M Buy
62,695
+12,295
+24% +$629K 1.06% 16
2018
Q4 		$2.57M Buy
50,400
+25,116
+99% +$1.28M 0.52% 32
2018
Q3 		$1.29M Sell
25,284
-13,873
-35% -$709K 0.24% 100
2018
Q2 		$2M Sell
39,157
-4,985
-11% -$255K 0.27% 71
2018
Q1 		$2.27M Buy
44,142
+4,058
+10% +$209K 0.32% 64
2017
Q4 		$2.07M Buy
40,084
+2,986
+8% +$155K 0.32% 66
2017
Q3 		$1.93M Buy
37,098
+2,177
+6% +$113K 0.29% 71
2017
Q2 		$1.82M Buy
34,921
+3,116
+10% +$163K 0.29% 67
2017
Q1 		$1.66M Buy
31,805
+14,288
+82% +$746K 0.3% 66
2016
Q4 		$915K Buy
17,517
+5,700
+48% +$299K 0.18% 110
2016
Q3 		$619K Buy
11,817
+5,601
+90% +$292K 0.12% 147
2016
Q2 		$321K Buy
+6,216
New +$320K 0.07% 236

Other funds holding LMBS

AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Prospera Financial Services's LMBS Position: Q2 2026 in Review

Prospera Financial Services reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.3% in Q2 2026, selling an estimated $609K and leaving 524,477 shares worth $26.1M. The position accounts for 0.38% of the portfolio, ranked #48.

Prospera Financial Services first reported a position in LMBS in Q2 2016 and has held it in 41 quarters since. The position peaked at $26.7M in Q1 2026. 76 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Prospera Financial Services held 524,477 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $26.1M as of Q2 2026.
  • Prospera Financial Services sold 12,206 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $609K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.38% of Prospera Financial Services's portfolio in Q2 2026, its #48 holding.
  • Prospera Financial Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2016 and has held it in 41 quarters since.
  • Prospera Financial Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $26.7M in Q1 2026.
  • 76 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 Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.