Salomon & Ludwin’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Salomon & Ludwin’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	$1.7K	Sell	35 -1	-3%	-$49	﹤0.01%	1611
2026 Q2	$1.79K	Hold	36	–	–	﹤0.01%	1975
2026 Q1	$1.8K	Hold	36	–	–	﹤0.01%	1950
2025 Q4	$1.8K	Sell	36 -1	-3%	-$50	﹤0.01%	2010
2025 Q3	$1.85K	Hold	37	–	–	﹤0.01%	1988
2025 Q2	$1.82K	Hold	37	–	–	﹤0.01%	676
2025 Q1	$1.82K	Hold	37	–	–	﹤0.01%	596
2024 Q4	$1.8K	Hold	37	–	–	﹤0.01%	600
2024 Q3	$1.83K	Hold	37	–	–	﹤0.01%	623
2024 Q2	$1.78K	Hold	37	–	–	﹤0.01%	616
2024 Q1	$1.78K	Sell	37 -10,377	-100%	-$500K	﹤0.01%	733
2023 Q4	$492K	Hold	10,414	–	–	0.05%	116
2023 Q3	$492K	Buy	+10,414	New	+$495K	0.05%	116
2020 Q2	–	Sell	-183	Closed	-$9K	–	154
2020 Q1	$9K	Buy	+183	New	+$9.5K	﹤0.01%	169

Other funds holding LMBS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Salomon & Ludwin's LMBS Position: Q3 2026 in Review

Salomon & Ludwin reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.8% in Q3 2026, selling an estimated $49 and leaving 35 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Salomon & Ludwin first reported a position in LMBS in Q1 2020 and has held it in 14 quarters since. The position peaked at $492K in Q4 2023. 298 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Salomon & Ludwin held 35 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.7K as of Q3 2026.
Salomon & Ludwin sold 1 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share in Q3 2026, an estimated $49.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1611 holding.
Salomon & Ludwin first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and has held it in 14 quarters since.
Salomon & Ludwin's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $492K in Q4 2023.
298 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 Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.