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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Prosperity Consulting Group's LMBS Position: Q1 2026 in Review

Prosperity Consulting Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4% in Q1 2026, selling an estimated $49.7K and leaving 23,687 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #219.

Prosperity Consulting Group first reported a position in LMBS in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q4 2024. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Prosperity Consulting Group held 23,687 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.18M as of Q1 2026.
  • Prosperity Consulting Group sold 991 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $49.7K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Prosperity Consulting Group's portfolio in Q1 2026, its #219 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 7 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.
  • 440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.