Signal Advisors Wealth’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Signal Advisors Wealth’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	$229K	Sell	4,592 -1,154	-20%	-$57.6K	0.01%	602
2026 Q1	$286K	Sell	5,746 -276	-5%	-$13.8K	0.02%	485
2025 Q4	$301K	Sell	6,022 -464	-7%	-$23.2K	0.02%	402
2025 Q3	$323K	Buy	6,486 +829	+15%	+$41K	0.03%	341
2025 Q2	$279K	Buy	5,657 +1,073	+23%	+$52.5K	0.02%	391
2025 Q1	$225K	Sell	4,584 -2,775	-38%	-$136K	0.02%	404
2024 Q4	$358K	Sell	7,359 -102	-1%	-$4.98K	0.04%	324
2024 Q3	$369K	Buy	+7,461	New	+$365K	0.05%	305
2024 Q2	–	Sell	-11,265	Closed	-$544K	–	201
2024 Q1	$544K	Buy	11,265 +5,684	+102%	+$274K	0.13%	159
2023 Q4	$270K	Buy	+5,581	New	+$265K	0.09%	180

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Signal Advisors Wealth's LMBS Position: Q2 2026 in Review

Signal Advisors Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 20% in Q2 2026, selling an estimated $57.6K and leaving 4,592 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #602.

Signal Advisors Wealth first reported a position in LMBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $544K in Q1 2024. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Signal Advisors Wealth held 4,592 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $229K as of Q2 2026.
Signal Advisors Wealth sold 1,154 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $57.6K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Signal Advisors Wealth's portfolio in Q2 2026, its #602 holding.
Signal Advisors Wealth 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 10 quarters since.
Signal Advisors Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $544K in Q1 2024.
453 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 Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.