Smartleaf Asset Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Smartleaf Asset Management’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	$284K	Hold	5,702	–	–	0.01%	707
2026 Q1	$283K	Buy	5,702 +1,981	+53%	+$99.3K	0.01%	675
2025 Q4	$186K	Buy	3,721 +3,543	+1,990%	+$177K	0.01%	835
2025 Q3	$8.85K	Buy	+178	New	+$8.81K	﹤0.01%	2168

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 $104B AUM 28.3% 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

Smartleaf Asset Management's LMBS Position: Q2 2026 in Review

Smartleaf Asset Management held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 5,702 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #707.

Smartleaf Asset Management first reported a position in LMBS in Q3 2025 and has held it in 4 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Smartleaf Asset Management held 5,702 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $284K as of Q2 2026.
Smartleaf Asset Management left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #707 holding.
Smartleaf Asset Management 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 4 quarters since.
457 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 Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.