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Summit Wealth Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Summit Wealth Partners’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
Q1 		$564K Sell
11,316
-100
-0.9% -$5.01K 0.09% 153
2025
Q4 		$571K Sell
11,416
-10
-0.1% -$500 0.11% 117
2025
Q3 		$569K Buy
11,426
+1,394
+14% +$69K 0.1% 126
2025
Q2 		$494K Buy
10,032
+310
+3% +$15.2K 0.09% 133
2025
Q1 		$478K Buy
+9,722
New +$475K 0.1% 129
2024
Q4 		– Sell
-9,403
Closed -$465K – 222
2024
Q3 		$465K Sell
9,403
-82
-0.9% -$4.01K 0.09% 142
2024
Q2 		$456K Sell
9,485
-548
-5% -$26.3K 0.09% 142
2024
Q1 		$484K Buy
+10,033
New +$484K 0.1% 135

Other funds holding LMBS

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return