Split Rock Private Trading & Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Split Rock Private Trading & 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	$2.12M	Buy	+42,547	New	+$2.12M	1.45%	14

Other funds holding LMBS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's LMBS Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 42,547 shares worth $2.12M. The stake represents 1.45% of the portfolio and ranks #14 among its holdings.

305 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Split Rock Private Trading & Wealth Management held 42,547 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.12M as of Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Split Rock Private Trading & Wealth Management position in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.45% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #14 holding.
305 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 Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.