Searcy Financial Services
LMBS icon

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

Searcy Financial Services’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 		$11.9M Sell
246,067
-175,801
-42% -$8.69M 4.26% 14
2026
Q2 		$21M Sell
421,868
-15,222
-3% -$759K 7.04% 5
2026
Q1 		$21.8M Buy
437,090
+14,917
+4% +$748K 8.07% 5
2025
Q4 		$21.1M Buy
422,173
+14,742
+4% +$737K 7.82% 5
2025
Q3 		$20.3M Buy
407,431
+12,081
+3% +$598K 7.71% 5
2025
Q2 		$19.5M Buy
395,350
+5,058
+1% +$248K 7.92% 5
2025
Q1 		$19.2M Buy
390,292
+9,704
+3% +$474K 8.3% 5
2024
Q4 		$18.5M Buy
380,588
+22,080
+6% +$1.08M 8.55% 5
2024
Q3 		$17.7M Sell
358,508
-31,392
-8% -$1.54M 8.31% 5
2024
Q2 		$18.7M Buy
389,900
+10,083
+3% +$484K 9.35% 5
2024
Q1 		$18.3M Sell
379,817
-25,115
-6% -$1.21M 9.33% 5
2023
Q4 		$19.6M Buy
404,932
+3,277
+0.8% +$155K 10.85% 5
2023
Q3 		$19M Sell
401,655
-67,518
-14% -$3.21M 11.46% 2
2023
Q2 		$22.4M Buy
469,173
+7,480
+2% +$359K 12.99% 1
2023
Q1 		$22.1M Buy
461,693
+4,334
+0.9% +$207K 13.62% 1
2022
Q4 		$21.7M Buy
457,359
+9,520
+2% +$450K 12.6% 1
2022
Q3 		$21.2M Buy
447,839
+16,241
+4% +$784K 13.44% 1
2022
Q2 		$20.8M Buy
+431,598
New +$21M 12.94% 2

Other funds holding LMBS

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Searcy Financial Services's LMBS Position: Q3 2026 in Review

Searcy Financial Services reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 42% in Q3 2026, selling an estimated $8.69M and leaving 246,067 shares worth $11.9M. The position accounts for 4.26% of the portfolio, ranked #14.

Searcy Financial Services first reported a position in LMBS in Q2 2022 and has held it in 18 quarters since. The position peaked at $22.4M in Q2 2023. 197 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • Searcy Financial Services held 246,067 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $11.9M as of Q3 2026.
  • Searcy Financial Services sold 175,801 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $8.69M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 4.26% of Searcy Financial Services's portfolio in Q3 2026, its #14 holding.
  • Searcy Financial Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2022 and has held it in 18 quarters since.
  • Searcy Financial Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $22.4M in Q2 2023.
  • 197 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 Searcy Financial Services's 13F filing for Q3 2026, filed 7 Oct 2026.