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

Strategic Financial Concepts’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	$371K	Buy	7,455 +77	+1%	+$3.84K	0.11%	161
2026 Q1	$367K	Buy	+7,378	New	+$370K	0.09%	186
2025 Q4	–	Sell	-6,730	Closed	-$335K	–	216
2025 Q3	$335K	Buy	+6,730	New	+$333K	0.05%	179
2024 Q3	–	Sell	-110,539	Closed	-$29.3K	–	504
2024 Q2	$29.3K	Buy	+110,539	New	+$5.31M	0.02%	297

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

Strategic Financial Concepts's LMBS Position: Q2 2026 in Review

Strategic Financial Concepts increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1% in Q2 2026, buying an estimated $3.84K and bringing the position to 7,455 shares worth $371K. The position accounts for 0.11% of the portfolio, ranked #161.

Strategic Financial Concepts first reported a position in LMBS in Q2 2024 and has held it in 4 quarters since. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Strategic Financial Concepts held 7,455 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $371K as of Q2 2026.
Strategic Financial Concepts bought 77 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $3.84K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.11% of Strategic Financial Concepts's portfolio in Q2 2026, its #161 holding.
Strategic Financial Concepts first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and has held it in 4 quarters since.
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 Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.