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 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	$9.67M	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 $1.89T 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

RiverTree Advisors's LMBS Position: Q2 2026 in Review

RiverTree Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.3% in Q2 2026, selling an estimated $507K and leaving 129,770 shares worth $6.46M. The position accounts for 3.81% of the portfolio, ranked #8.

RiverTree Advisors first reported a position in LMBS in Q3 2022 and has held it in 16 quarters since. The position peaked at $13.2M in Q3 2022. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

RiverTree Advisors held 129,770 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $6.46M as of Q2 2026.
RiverTree Advisors sold 10,161 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $507K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 3.81% of RiverTree Advisors's portfolio in Q2 2026, its #8 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 16 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.
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 RiverTree Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.