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

Redhawk Wealth Advisors’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 		$13M Buy
260,632
+32,796
+14% +$1.64M 1.28% 18
2026
Q1 		$11.3M Buy
227,836
+23,102
+11% +$1.16M 1.25% 17
2025
Q4 		$10.2M Buy
204,734
+2,877
+1% +$144K 1.15% 20
2025
Q3 		$10.1M Buy
201,857
+26,257
+15% +$1.3M 1.17% 19
2025
Q2 		$8.65M Buy
+175,600
New +$8.6M 1.08% 20
2024
Q2 		– Sell
-11,820
Closed -$570K – 323
2024
Q1 		$570K Sell
11,820
-3,864
-25% -$186K 0.09% 183
2023
Q4 		$758K Buy
+15,684
New +$744K 0.15% 128

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

Redhawk Wealth Advisors's LMBS Position: Q2 2026 in Review

Redhawk Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 14% in Q2 2026, buying an estimated $1.64M and bringing the position to 260,632 shares worth $13M. The position accounts for 1.28% of the portfolio, ranked #18.

Redhawk Wealth Advisors first reported a position in LMBS in Q4 2023 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Redhawk Wealth Advisors held 260,632 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $13M as of Q2 2026.
  • Redhawk Wealth Advisors bought 32,796 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.64M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.28% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Redhawk Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and has held it in 7 quarters since.
  • 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 Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.