Synergy Investment Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Synergy Investment Management’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	$3.06K	Hold	62	–	–	﹤0.01%	841
2026 Q1	$3.06K	Buy	+62	New	+$3.11K	﹤0.01%	648
2025 Q2	–	Sell	-2,536	Closed	-$125K	–	366
2025 Q1	$125K	Buy	2,536 +145	+6%	+$7.08K	0.05%	155
2024 Q4	$116K	Buy	+2,391	New	+$117K	0.05%	163

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

Synergy Investment Management's LMBS Position: Q2 2026 in Review

Synergy Investment Management held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 62 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Synergy Investment Management first reported a position in LMBS in Q4 2024 and has held it in 4 quarters since. The position peaked at $125K in Q1 2025. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Synergy Investment Management held 62 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.06K as of Q2 2026.
Synergy Investment Management left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #841 holding.
Synergy Investment Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 4 quarters since.
Synergy Investment Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $125K in Q1 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 Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.