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SNS Financial Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

SNS Financial Group’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 		$764K Buy
+15,347
New +$765K 0.01% 324

Other funds holding LMBS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

SNS Financial Group's LMBS Position: Q2 2026 in Review

SNS Financial Group opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 15,347 shares worth $764K. The stake represents 0.01% of the portfolio and ranks #324 among its holdings.

354 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • SNS Financial Group held 15,347 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $764K as of Q2 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new SNS Financial Group position in Q2 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #324 holding.
  • 354 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 SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.