Romano Brothers & Co’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Romano Brothers & Co’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	$1.61M	Sell	32,425 -25	-0.1%	-$1.25K	0.16%	140
2026 Q1	$1.62M	Buy	+32,450	New	+$1.63M	0.18%	127

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 $103B AUM 28.65% 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

Romano Brothers & Co's LMBS Position: Q2 2026 in Review

Romano Brothers & Co reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.08% in Q2 2026, selling an estimated $1.25K and leaving 32,425 shares worth $1.61M. The position accounts for 0.16% of the portfolio, ranked #140.

Romano Brothers & Co first reported a position in LMBS in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.62M in Q1 2026. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Romano Brothers & Co held 32,425 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.61M as of Q2 2026.
Romano Brothers & Co sold 25 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.25K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.16% of Romano Brothers & Co's portfolio in Q2 2026, its #140 holding.
Romano Brothers & Co first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
Romano Brothers & Co's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.62M in Q1 2026.
453 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 Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.