Sound Income Strategies’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Sound Income Strategies’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	$250K	Buy	5,021 +254	+5%	+$12.7K	0.01%	414
2026 Q1	$238K	Sell	4,767 -266	-5%	-$13.3K	0.01%	372
2025 Q4	$253K	Buy	+5,033	New	+$252K	0.01%	365
2025 Q3	–	Hold	0	–	–	–	1669
2025 Q2	–	Hold	0	–	–	–	1579
2025 Q1	–	Hold	0	–	–	–	1530
2024 Q4	–	Hold	0	–	–	–	1443
2024 Q3	–	Hold	0	–	–	–	1383
2024 Q2	–	Hold	0	–	–	–	1356
2024 Q1	–	Hold	0	–	–	–	1331
2023 Q4	–	Sell	-132	Closed	-$6.26K	–	1303
2023 Q3	$6.26K	Sell	132 -290	-69%	-$13.8K	﹤0.01%	694
2023 Q2	$20.1K	Buy	+422	New	+$20.2K	﹤0.01%	432
2023 Q1	–	Sell	-189	Closed	-$8.96K	–	1105
2022 Q4	$8.96K	Buy	+189	New	+$8.93K	﹤0.01%	543

Other funds holding LMBS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 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

Sound Income Strategies's LMBS Position: Q2 2026 in Review

Sound Income Strategies increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.3% in Q2 2026, buying an estimated $12.7K and bringing the position to 5,021 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #414.

Sound Income Strategies first reported a position in LMBS in Q4 2022 and has held it in 6 quarters since. The position peaked at $253K in Q4 2025. 372 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Sound Income Strategies held 5,021 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $250K as of Q2 2026.
Sound Income Strategies bought 254 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $12.7K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #414 holding.
Sound Income Strategies first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2022 and has held it in 6 quarters since.
Sound Income Strategies's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $253K in Q4 2025.
372 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 Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.