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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Salomon & Ludwin's LMBS Position: Q1 2026 in Review

Salomon & Ludwin held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q1 2026 at 36 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Salomon & Ludwin first reported a position in LMBS in Q1 2020 and has held it in 12 quarters since. The position peaked at $492K in Q4 2023. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Salomon & Ludwin held 36 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.8K as of Q1 2026.
Salomon & Ludwin left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q1 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1950 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 12 quarters since.
Salomon & Ludwin's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $492K in Q4 2023.
440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.