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 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

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Searcy Financial Services's LMBS Position: Q2 2026 in Review

Searcy Financial Services reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.5% in Q2 2026, selling an estimated $759K and leaving 421,868 shares worth $21M. The position accounts for 7.04% of the portfolio, ranked #5.

Searcy Financial Services first reported a position in LMBS in Q2 2022 and has held it in 17 quarters since. The position peaked at $22.4M in Q2 2023. 215 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Searcy Financial Services held 421,868 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $21M as of Q2 2026.
Searcy Financial Services sold 15,222 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $759K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 7.04% of Searcy Financial Services's portfolio in Q2 2026, its #5 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 17 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.
215 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 Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.