Strategic Blueprint’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Strategic Blueprint’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	$221K	Buy	4,440 +294	+7%	+$14.7K	0.01%	652
2026 Q1	$207K	Sell	4,146 -33	-0.8%	-$1.65K	0.01%	623
2025 Q4	$209K	Buy	4,179 +6	+0.1%	+$300	0.01%	621
2025 Q3	$208K	Sell	4,173 -429	-9%	-$21.2K	0.01%	697
2025 Q2	$227K	Sell	4,602 -697	-13%	-$34.1K	0.01%	630
2025 Q1	$261K	Sell	5,299 -2,210	-29%	-$108K	0.01%	574
2024 Q4	$365K	Sell	7,509 -513	-6%	-$25.1K	0.02%	478
2024 Q3	$396K	Sell	8,022 -4,743	-37%	-$232K	0.02%	446
2024 Q2	$613K	Sell	12,765 -247	-2%	-$11.9K	0.04%	332
2024 Q1	$628K	Sell	13,012 -601	-4%	-$29K	0.04%	340
2023 Q4	$658K	Sell	13,613 -2,441	-15%	-$116K	0.05%	304
2023 Q3	$758K	Sell	16,054 -2,080	-11%	-$98.9K	0.07%	266
2023 Q2	$864K	Sell	18,134 -2,286	-11%	-$110K	0.08%	218
2023 Q1	$978K	Sell	20,420 -1,259	-6%	-$60.3K	0.1%	196
2022 Q4	$1.03M	Sell	21,679 -9,297	-30%	-$439K	0.12%	181
2022 Q3	$1.47M	Sell	30,976 -11,705	-27%	-$565K	0.18%	135
2022 Q2	$2.06M	Sell	42,681 -3,946	-8%	-$192K	0.25%	101
2022 Q1	$2.28M	Sell	46,627 -4,608	-9%	-$228K	0.27%	92
2021 Q4	$2.56M	Buy	51,235 +3,811	+8%	+$192K	0.32%	70
2021 Q3	$2.4M	Buy	47,424 +3,123	+7%	+$158K	0.37%	62
2021 Q2	$2.25M	Buy	44,301 +9,200	+26%	+$470K	0.35%	65
2021 Q1	$1.79M	Buy	35,101 +11,193	+47%	+$575K	0.38%	61
2020 Q4	$1.23M	Buy	23,908 +1,196	+5%	+$61.7K	0.31%	68
2020 Q3	$1.17M	Buy	+22,712	New	+$1.18M	0.36%	64

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 $104B AUM 28.3% 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

Strategic Blueprint's LMBS Position: Q2 2026 in Review

Strategic Blueprint increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.1% in Q2 2026, buying an estimated $14.7K and bringing the position to 4,440 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #652.

Strategic Blueprint first reported a position in LMBS in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.56M in Q4 2021. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Strategic Blueprint held 4,440 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $221K as of Q2 2026.
Strategic Blueprint bought 294 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $14.7K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Strategic Blueprint's portfolio in Q2 2026, its #652 holding.
Strategic Blueprint first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2020 and has held it in 24 quarters since.
Strategic Blueprint's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.56M in Q4 2021.
457 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 Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.