Spire Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Spire Wealth Management’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	$581K	Buy	11,667 +4,387	+60%	+$219K	0.02%	517
2026 Q1	$363K	Buy	7,280 +1,541	+27%	+$77.3K	0.01%	620
2025 Q4	$287K	Buy	5,739 +837	+17%	+$41.8K	0.01%	692
2025 Q3	$244K	Sell	4,902 -1,826	-27%	-$90.4K	0.01%	730
2025 Q2	$331K	Sell	6,728 -20,419	-75%	-$1,000K	0.01%	611
2025 Q1	$1.33M	Sell	27,147 -102,767	-79%	-$5.02M	0.04%	340
2024 Q4	$6.32M	Buy	+129,914	New	+$6.35M	0.2%	108
2024 Q3	–	Sell	-439	Closed	-$21	–	2227
2024 Q2	$21	Hold	439	–	–	﹤0.01%	2197
2024 Q1	$21.2M	Hold	439	–	–	0.38%	55
2023 Q4	$21.2K	Hold	439	–	–	﹤0.01%	1517
2023 Q3	$20.7K	Hold	439	–	–	﹤0.01%	1488
2023 Q2	$20.9K	Hold	439	–	–	﹤0.01%	1575
2023 Q1	$20.9K	Hold	439	–	–	﹤0.01%	1600
2022 Q4	$21K	Hold	439	–	–	﹤0.01%	1353
2022 Q3	$21K	Buy	+439	New	+$21.2K	﹤0.01%	1308
2022 Q2	–	Sell	-335,699	Closed	-$16.5M	–	2765
2022 Q1	$16.5M	Sell	335,699 -72,391	-18%	-$3.58M	0.44%	52
2021 Q4	$20.4M	Buy	408,090 +13,801	+4%	+$694K	0.45%	49
2021 Q3	$20M	Buy	394,289 +42,925	+12%	+$2.18M	0.53%	42
2021 Q2	$18M	Sell	351,364 -17,840	-5%	-$911K	0.49%	44
2021 Q1	$18.8M	Buy	+369,204	New	+$19M	0.5%	42

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 $103B AUM 28.65% 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

Spire Wealth Management's LMBS Position: Q2 2026 in Review

Spire Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 60% in Q2 2026, buying an estimated $219K and bringing the position to 11,667 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #517.

Spire Wealth Management first reported a position in LMBS in Q1 2021 and has held it in 20 quarters since. The position peaked at $21.2M in Q1 2024. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Spire Wealth Management held 11,667 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $581K as of Q2 2026.
Spire Wealth Management bought 4,387 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $219K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #517 holding.
Spire Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2021 and has held it in 20 quarters since.
Spire Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $21.2M in Q1 2024.
453 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 Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.