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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
Q3 		$216K Sell
4,437
-584
-12% -$28.9K 0.01% 448
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

FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DWMS
Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

Sound Income Strategies's LMBS Position: Q3 2026 in Review

Sound Income Strategies reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 12% in Q3 2026, selling an estimated $28.9K and leaving 4,437 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #448.

Sound Income Strategies first reported a position in LMBS in Q4 2022 and has held it in 7 quarters since. The position peaked at $253K in Q4 2025. 24 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • Sound Income Strategies held 4,437 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $216K as of Q3 2026.
  • Sound Income Strategies sold 584 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $28.9K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Sound Income Strategies's portfolio in Q3 2026, its #448 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 7 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.
  • 24 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 Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.