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

TCFG Wealth 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 Q1	$1.14M	Sell	22,852 -665	-3%	-$33.3K	0.43%	52
2025 Q4	$1.18M	Buy	23,517 +114	+0.5%	+$5.7K	0.46%	50
2025 Q3	$1.17M	Buy	23,403 +2,103	+10%	+$104K	0.46%	51
2025 Q2	$1.05M	Sell	21,300 -3,137	-13%	-$154K	0.48%	50
2025 Q1	$1.2M	Sell	24,437 -1,777	-7%	-$86.8K	0.6%	38
2024 Q4	$1.28M	Buy	26,214 +517	+2%	+$25.3K	0.64%	31
2024 Q3	$1.27M	Buy	+25,697	New	+$1.26M	0.64%	39

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TCFG Wealth Management's LMBS Position: Q1 2026 in Review

TCFG Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.8% in Q1 2026, selling an estimated $33.3K and leaving 22,852 shares worth $1.14M. The position accounts for 0.43% of the portfolio, ranked #52.

TCFG Wealth Management first reported a position in LMBS in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q4 2024. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

TCFG Wealth Management held 22,852 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.14M as of Q1 2026.
TCFG Wealth Management sold 665 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $33.3K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.43% of TCFG Wealth Management's portfolio in Q1 2026, its #52 holding.
TCFG Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.28M in Q4 2024.
440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.