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 Q3	$242K	Hold	5,001	–	–	0.03%	175
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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return

Smithbridge Asset Management's LMBS Position: Q3 2026 in Review

Smithbridge Asset Management held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q3 2026 at 5,001 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #175.

Smithbridge Asset Management first reported a position in LMBS in Q3 2025 and has held it in 5 quarters since. The position peaked at $635K in Q4 2025. 145 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Smithbridge Asset Management held 5,001 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $242K as of Q3 2026.
Smithbridge Asset Management left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q3 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Smithbridge Asset Management's portfolio in Q3 2026, its #175 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 5 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.
145 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.