Spectrum Wealth Advisory Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Spectrum Wealth Advisory 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	$239	Buy	+5	New	+$249	﹤0.01%	520
2023 Q2	–	Sell	-4,618	Closed	-$221K	–	33
2023 Q1	$221K	Sell	4,618 -495	-10%	-$23.7K	0.3%	31
2022 Q4	$242K	Sell	5,113 -116	-2%	-$5.48K	0.34%	27
2022 Q3	$248K	Sell	5,229 -1,939	-27%	-$93.5K	0.31%	32
2022 Q2	$346K	Sell	7,168 -820	-10%	-$39.8K	0.39%	27
2022 Q1	$391K	Sell	7,988 -14,116	-64%	-$699K	0.38%	27
2021 Q4	$1.1M	Sell	22,104 -11,425	-34%	-$574K	0.98%	20
2021 Q3	$1.7M	Sell	33,529 -4,656	-12%	-$236K	1.67%	18
2021 Q2	$1.94M	Sell	38,185 -3,033	-7%	-$155K	1.9%	17
2021 Q1	$2.1M	Sell	41,218 -682	-2%	-$35K	2.01%	15
2020 Q4	$2.16M	Sell	41,900 -27,107	-39%	-$1.4M	2.44%	12
2020 Q3	$3.57M	Buy	69,007 +48,340	+234%	+$2.5M	2.29%	14
2020 Q2	$1.07M	Buy	+20,667	New	+$1.07M	1.51%	20

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

Spectrum Wealth Advisory Group's LMBS Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 5 shares worth $239. The stake represents ﹤0.01% of the portfolio and ranks #520 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in LMBS as recently as Q1 2023.

Spectrum Wealth Advisory Group first reported a position in LMBS in Q2 2020 and has held it in 13 quarters since. The position peaked at $3.57M in Q3 2020. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Spectrum Wealth Advisory Group held 5 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $239 as of Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Spectrum Wealth Advisory Group position in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #520 holding.
Spectrum Wealth Advisory Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2020 and has held it in 13 quarters since.
Spectrum Wealth Advisory Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.57M in Q3 2020.
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 Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.