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 Q3	–	Sell	-5	Closed	-$239	–	320
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Spectrum Wealth Advisory Group's LMBS Position: Q3 2026 in Review

Spectrum Wealth Advisory Group sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2026, closing a stake of 5 shares — an estimated $239 sold.

Spectrum Wealth Advisory Group first reported a position in LMBS in Q2 2020 and held it in 13 quarters. The position peaked at $3.57M in Q3 2020. 271 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Spectrum Wealth Advisory Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2026 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 5 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $239.
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 held it in 13 quarters.
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.
271 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 Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.