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

Sowell Financial Services’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	$992K	Sell	19,933 -424	-2%	-$21.1K	0.03%	466
2026 Q1	$1.01M	Sell	20,357 -1,292	-6%	-$64.8K	0.04%	428
2025 Q4	$1.08M	Sell	21,649 -19,895	-48%	-$995K	0.04%	413
2025 Q3	$2.07M	Sell	41,544 -725	-2%	-$35.9K	0.08%	264
2025 Q2	$2.08M	Buy	42,269 +36,215	+598%	+$1.77M	0.08%	254
2025 Q1	$298K	Buy	+6,054	New	+$296K	0.01%	772
2024 Q4	–	Sell	-43,273	Closed	-$2.14M	–	564
2024 Q3	$2.14M	Buy	43,273 +15,343	+55%	+$751K	0.1%	226
2024 Q2	$1.34M	Buy	+27,930	New	+$1.34M	0.06%	288
2023 Q2	–	Sell	-56,781	Closed	-$2.72M	–	710
2023 Q1	$2.72M	Sell	56,781 -2,444	-4%	-$117K	0.21%	112
2022 Q4	$2.81M	Sell	59,225 -14,689	-20%	-$694K	0.18%	141
2022 Q3	$3.5M	Buy	+73,914	New	+$3.57M	0.35%	82
2022 Q1	–	Sell	-22,617	Closed	-$1.13M	–	361
2021 Q4	$1.13M	Sell	22,617 -103	-0.5%	-$5.18K	0.06%	310
2021 Q3	$1.15M	Buy	+22,720	New	+$1.15M	0.08%	273
2021 Q2	–	Sell	-83,711	Closed	-$4.28M	–	1762
2021 Q1	$4.28M	Sell	83,711 -12,044	-13%	-$619K	0.15%	135
2020 Q4	$4.93M	Buy	95,755 +6,924	+8%	+$357K	0.21%	102
2020 Q3	$4.59M	Sell	88,831 -16,036	-15%	-$830K	0.23%	98
2020 Q2	$5.42M	Sell	104,867 -6,339	-6%	-$327K	0.3%	80
2020 Q1	$5.67M	Sell	111,206 -1,378	-1%	-$71.5K	0.42%	54
2019 Q4	$5.83M	Sell	112,584 -18,556	-14%	-$963K	0.44%	41
2019 Q3	$6.82M	Buy	+131,140	New	+$6.81M	0.56%	39
2019 Q1	$3M	Buy	58,589 +53,854	+1,137%	+$2.76M	0.34%	71
2018 Q4	$242K	Buy	+4,735	New	+$241K	0.03%	425

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

Sowell Financial Services's LMBS Position: Q2 2026 in Review

Sowell Financial Services reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.1% in Q2 2026, selling an estimated $21.1K and leaving 19,933 shares worth $992K. The position accounts for 0.03% of the portfolio, ranked #466.

Sowell Financial Services first reported a position in LMBS in Q4 2018 and has held it in 22 quarters since. The position peaked at $6.82M in Q3 2019. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Sowell Financial Services held 19,933 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $992K as of Q2 2026.
Sowell Financial Services sold 424 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $21.1K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #466 holding.
Sowell Financial Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and has held it in 22 quarters since.
Sowell Financial Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.82M in Q3 2019.
457 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 Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.