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 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	$9.67M	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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RiverTree Advisors's LMBS Position: Q1 2026 in Review

RiverTree Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 18% in Q1 2026, selling an estimated $1.54M and leaving 139,931 shares worth $6.97M. The position accounts for 4.41% of the portfolio, ranked #5.

RiverTree Advisors first reported a position in LMBS in Q3 2022 and has held it in 15 quarters since. The position peaked at $13.2M in Q3 2022. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

RiverTree Advisors held 139,931 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $6.97M as of Q1 2026.
RiverTree Advisors sold 30,781 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $1.54M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 4.41% of RiverTree Advisors's portfolio in Q1 2026, its #5 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 15 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.
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 RiverTree Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.