Prosperity Consulting Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Prosperity Consulting Group’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	$1.15M	Sell	23,068 -619	-3%	-$30.9K	0.04%	242
2026 Q1	$1.18M	Sell	23,687 -991	-4%	-$49.7K	0.05%	219
2025 Q4	$1.23M	Sell	24,678 -2,622	-10%	-$131K	0.06%	220
2025 Q3	$1.36M	Sell	27,300 -380	-1%	-$18.8K	0.07%	204
2025 Q2	$1.36M	Sell	27,680 -122	-0.4%	-$5.97K	0.1%	184
2025 Q1	$1.37M	Sell	27,802 -1,741	-6%	-$85.1K	0.11%	184
2024 Q4	$1.44M	Buy	29,543 +3,821	+15%	+$187K	0.11%	183
2024 Q3	$1.27M	Buy	+25,722	New	+$1.26M	0.1%	200

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Prosperity Consulting Group's LMBS Position: Q2 2026 in Review

Prosperity Consulting Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.6% in Q2 2026, selling an estimated $30.9K and leaving 23,068 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #242.

Prosperity Consulting Group first reported a position in LMBS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q4 2024. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Prosperity Consulting Group held 23,068 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.15M as of Q2 2026.
Prosperity Consulting Group sold 619 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $30.9K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.04% of Prosperity Consulting Group's portfolio in Q2 2026, its #242 holding.
Prosperity Consulting Group 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.
Prosperity Consulting Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.44M in Q4 2024.
456 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 Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.