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

Towerpoint Wealth’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 Q3	–	Sell	-4,100	Closed	-$820K	–	117
2026 Q2	$820K	Buy	+4,100	New	+$204K	0.28%	55

Other funds holding LMBS

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Towerpoint Wealth's LMBS Position: Q3 2026 in Review

Towerpoint Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.74% in Q3 2026, selling an estimated $6.18K and leaving 16,826 shares worth $815K. The position accounts for 0.29% of the portfolio, ranked #56.

Towerpoint Wealth first reported a position in LMBS in Q4 2018 and has held it in 32 quarters since. The position peaked at $885K in Q3 2025. 190 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Towerpoint Wealth held 16,826 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $815K as of Q3 2026.
Towerpoint Wealth sold 125 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $6.18K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.29% of Towerpoint Wealth's portfolio in Q3 2026, its #56 holding.
Towerpoint Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and has held it in 32 quarters since.
Towerpoint Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $885K in Q3 2025.
190 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.