Root Financial Partners
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Root Financial Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Root Financial Partners’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 		$28.4K Buy
+586
New +$29K ﹤0.01% 1368

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Raymond James Financial
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Cetera Investment Advisers
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HighTower Advisors
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

Root Financial Partners's LMBS Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2026: 586 shares worth $28.4K. The stake represents ﹤0.01% of the portfolio and ranks #1368 among its holdings.

410 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • Root Financial Partners held 586 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $28.4K as of Q3 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Root Financial Partners position in Q3 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1368 holding.
  • 410 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 Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.