Rothschild Investment LLC’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Rothschild Investment LLC’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	$16.7K	Hold	335	–	–	﹤0.01%	1616
2026 Q1	$16.7K	Hold	335	–	–	﹤0.01%	1489
2025 Q4	$16.7K	Hold	335	–	–	﹤0.01%	1378
2025 Q3	$16.7K	Hold	335	–	–	﹤0.01%	1285
2025 Q2	$16.5K	Hold	335	–	–	﹤0.01%	1065
2025 Q1	$16.5K	Hold	335	–	–	﹤0.01%	1057
2024 Q4	$16.3K	Hold	335	–	–	﹤0.01%	1051
2024 Q3	$16.6K	Hold	335	–	–	﹤0.01%	1042
2024 Q2	$16.1K	Hold	335	–	–	﹤0.01%	1019
2024 Q1	$16.2K	Hold	335	–	–	﹤0.01%	969
2023 Q4	$16.2K	Buy	+335	New	+$15.9K	﹤0.01%	906

Other funds holding LMBS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Rothschild Investment LLC's LMBS Position: Q2 2026 in Review

Rothschild Investment LLC held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 335 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Rothschild Investment LLC first reported a position in LMBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.7K in Q4 2025. 305 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Rothschild Investment LLC held 335 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $16.7K as of Q2 2026.
Rothschild Investment LLC left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1616 holding.
Rothschild Investment LLC first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $16.7K in Q4 2025.
305 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 Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.