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

SMART 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 Q1	$1.15M	Buy	23,070 +3,046	+15%	+$153K	0.34%	89
2025 Q4	$1M	Buy	20,024 +3,752	+23%	+$188K	0.31%	85
2025 Q3	$810K	Buy	+16,272	New	+$805K	0.31%	77

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

SMART Wealth's LMBS Position: Q1 2026 in Review

SMART Wealth increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 15% in Q1 2026, buying an estimated $153K and bringing the position to 23,070 shares worth $1.15M. The position accounts for 0.34% of the portfolio, ranked #89.

SMART Wealth first reported a position in LMBS in Q3 2025 and has held it in 3 quarters since. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

SMART Wealth held 23,070 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.15M as of Q1 2026.
SMART Wealth bought 3,046 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $153K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.34% of SMART Wealth's portfolio in Q1 2026, its #89 holding.
SMART Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
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 SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.