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

RiverTree 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 Q3	$5.02M	Sell	103,629 -26,141	-20%	-$1.29M	2.99%	12
2026 Q2	$6.46M	Sell	129,770 -10,161	-7%	-$507K	3.81%	8
2026 Q1	$6.97M	Sell	139,931 -30,781	-18%	-$1.54M	4.41%	5
2025 Q4	$8.53M	Buy	170,712 +26,563	+18%	+$1.33M	5.44%	3
2025 Q3	$7.18M	Buy	144,149 +40,894	+40%	+$2.02M	4.6%	6
2025 Q2	$5.09M	Sell	103,255 -75,665	-42%	-$3.7M	3.42%	10
2025 Q1	$8.8M	Sell	178,920 -47,496	-21%	-$2.32M	5.89%	3
2024 Q4	$11M	Sell	226,416 -4,019	-2%	-$196K	7.24%	2
2024 Q3	$11.4M	Buy	230,435 +176	+0.1%	+$8.62K	7.72%	2
2024 Q2	$11.1M	Sell	230,259 -2,665	-1%	-$128K	7.56%	2
2024 Q1	$11.2M	Sell	232,924 -2,498	-1%	-$120K	7.55%	2
2023 Q4	$11.4M	Buy	235,422 +48,847	+26%	+$2.32M	7.73%	2
2023 Q3	$8.81M	Sell	186,575 -3,537	-2%	-$168K	6.56%	5
2023 Q2	$9.06M	Sell	190,112 -11,942	-6%	-$572K	6.53%	3
2023 Q1	$9.7M	Buy	202,054 +8,842	+5%	+$423K	6.96%	3
2022 Q4	$9.16M	Sell	193,212 -84,729	-30%	-$4.01M	7.52%	3
2022 Q3	$13.2M	Buy	+277,941	New	+$13.4M	10.77%	1

Other funds holding LMBS

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

TPW

TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

FPW

Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

RiverTree Advisors's LMBS Position: Q3 2026 in Review

RiverTree Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 20% in Q3 2026, selling an estimated $1.29M and leaving 103,629 shares worth $5.02M. The position accounts for 2.99% of the portfolio, ranked #12.

RiverTree Advisors first reported a position in LMBS in Q3 2022 and has held it in 17 quarters since. The position peaked at $13.2M in Q3 2022. 89 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

RiverTree Advisors held 103,629 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $5.02M as of Q3 2026.
RiverTree Advisors sold 26,141 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $1.29M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.99% of RiverTree Advisors's portfolio in Q3 2026, its #12 holding.
RiverTree Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2022 and has held it in 17 quarters since.
RiverTree Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $13.2M in Q3 2022.
89 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.