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 Q2	$544K	Sell	10,936 -380	-3%	-$19K	0.08%	168
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

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

Summit Wealth Partners's LMBS Position: Q2 2026 in Review

Summit Wealth Partners reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.4% in Q2 2026, selling an estimated $19K and leaving 10,936 shares worth $544K. The position accounts for 0.08% of the portfolio, ranked #168.

Summit Wealth Partners first reported a position in LMBS in Q1 2024 and has held it in 9 quarters since. The position peaked at $571K in Q4 2025. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Summit Wealth Partners held 10,936 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $544K as of Q2 2026.
Summit Wealth Partners sold 380 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $19K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.08% of Summit Wealth Partners's portfolio in Q2 2026, its #168 holding.
Summit Wealth Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2024 and has held it in 9 quarters since.
Summit Wealth Partners's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $571K in Q4 2025.
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 Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.