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

Smithbridge 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	$249K	Sell	5,001 -615	-11%	-$30.7K	0.03%	177
2026 Q1	$280K	Sell	5,616 -7,081	-56%	-$355K	0.04%	171
2025 Q4	$635K	Buy	12,697 +108	+0.9%	+$5.4K	0.05%	134
2025 Q3	$627K	Buy	+12,589	New	+$623K	0.09%	113

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

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

Smithbridge Asset Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 11% in Q2 2026, selling an estimated $30.7K and leaving 5,001 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #177.

Smithbridge Asset Management first reported a position in LMBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $635K in Q4 2025. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Smithbridge Asset Management held 5,001 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $249K as of Q2 2026.
Smithbridge Asset Management sold 615 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $30.7K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Smithbridge Asset Management's portfolio in Q2 2026, its #177 holding.
Smithbridge 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.
Smithbridge Asset Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $635K in Q4 2025.
456 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 Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.