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Steward Partners Investment Advisory’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Steward Partners Investment Advisory’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 		$12.2M Buy
244,622
+191,333
+359% +$9.54M 0.06% 297
2026
Q1 		$2.65M Sell
53,289
-18,717
-26% -$938K 0.01% 747
2025
Q4 		$3.6M Sell
72,006
-156,800
-69% -$7.84M 0.02% 574
2025
Q3 		$11.4M Buy
228,806
+80,344
+54% +$3.98M 0.07% 257
2025
Q2 		$7.31M Sell
148,462
-20,925
-12% -$1.02M 0.06% 327
2025
Q1 		$8.33M Buy
169,387
+53,498
+46% +$2.61M 0.07% 276
2024
Q4 		$5.64M Buy
115,889
+76,441
+194% +$3.73M 0.05% 343
2024
Q3 		$1.95M Buy
39,448
+11,436
+41% +$560K 0.02% 637
2024
Q2 		$1.35M Buy
28,012
+6,865
+32% +$330K 0.01% 711
2024
Q1 		$1.02M Sell
21,147
-3,378
-14% -$163K 0.01% 782
2023
Q4 		$1.19M Sell
24,525
-943
-4% -$44.7K 0.02% 665
2023
Q3 		$1.2M Buy
25,468
+1,066
+4% +$50.7K 0.02% 617
2023
Q2 		$1.16M Sell
24,402
-3,159
-11% -$151K 0.02% 643
2023
Q1 		$1.32M Sell
27,561
-2,300
-8% -$110K 0.02% 598
2022
Q4 		$1.42M Sell
29,861
-51,082
-63% -$2.41M 0.02% 545
2022
Q3 		$3.83M Sell
80,943
-1,986
-2% -$95.8K 0.07% 277
2022
Q2 		$4M Sell
82,929
-2,578
-3% -$125K 0.07% 278
2022
Q1 		$4.19M Sell
85,507
-33,544
-28% -$1.66M 0.06% 302
2021
Q4 		$5.95M Sell
119,051
-388,751
-77% -$19.5M 0.09% 233
2021
Q3 		$25.7M Buy
507,802
+31,396
+7% +$1.59M 0.44% 40
2021
Q2 		$24.2M Buy
476,406
+19,161
+4% +$979K 0.41% 42
2021
Q1 		$23.3M Buy
457,245
+121,624
+36% +$6.25M 0.41% 51
2020
Q4 		$17.3M Buy
335,621
+15,056
+5% +$776K 0.37% 56
2020
Q3 		$16.6M Buy
320,565
+101,102
+46% +$5.23M 0.42% 52
2020
Q2 		$11.3M Buy
219,463
+23,673
+12% +$1.22M 0.32% 74
2020
Q1 		$9.98M Sell
195,790
-9,742
-5% -$506K 0.37% 66
2019
Q4 		$10.6M Buy
205,532
+1,497
+0.7% +$77.7K 0.31% 73
2019
Q3 		$10.6M Buy
204,035
+4,419
+2% +$229K 0.36% 63
2019
Q2 		$10.3M Sell
199,616
-1,001
-0.5% -$51.5K 0.38% 63
2019
Q1 		$10.3M Buy
200,617
+188,958
+1,621% +$9.67M 0.44% 59
2018
Q4 		$595K Buy
11,659
+6,293
+117% +$320K 0.03% 445
2018
Q3 		$274K Buy
5,366
+59
+1% +$3.02K 0.01% 642
2018
Q2 		$272K Buy
5,307
+134
+3% +$6.87K 0.02% 582
2018
Q1 		$265K Buy
5,173
+3,894
+304% +$201K 0.02% 565
2017
Q4 		$66K Buy
1,279
+649
+103% +$33.7K 0.01% 739
2017
Q3 		$32K Buy
+630
New +$32.8K ﹤0.01% 809

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Steward Partners Investment Advisory's LMBS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 359% in Q2 2026, buying an estimated $9.54M and bringing the position to 244,622 shares worth $12.2M. The position accounts for 0.06% of the portfolio, ranked #297.

Steward Partners Investment Advisory first reported a position in LMBS in Q3 2017 and has held it in 36 quarters since. The position peaked at $25.7M in Q3 2021. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Steward Partners Investment Advisory held 244,622 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $12.2M as of Q2 2026.
  • Steward Partners Investment Advisory bought 191,333 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $9.54M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #297 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2017 and has held it in 36 quarters since.
  • Steward Partners Investment Advisory's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $25.7M in Q3 2021.
  • 455 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.