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 Q3	$2.65M	Buy	54,752 +12,205	+29%	+$603K	1.78%	12
2026 Q2	$2.12M	Buy	+42,547	New	+$2.12M	1.45%	14

Other funds holding LMBS

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 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

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's LMBS Position: Q3 2026 in Review

Split Rock Private Trading & Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 29% in Q3 2026, buying an estimated $603K and bringing the position to 54,752 shares worth $2.65M. The position accounts for 1.78% of the portfolio, ranked #12.

Split Rock Private Trading & Wealth Management first reported a position in LMBS in Q2 2026 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Split Rock Private Trading & Wealth Management held 54,752 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.65M as of Q3 2026.
Split Rock Private Trading & Wealth Management bought 12,205 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $603K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.78% of Split Rock Private Trading & Wealth Management's portfolio in Q3 2026, its #12 holding.
Split Rock Private Trading & Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2026 and has held it in 2 quarters since.
320 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 Split Rock Private Trading & Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.