TW
LMBS icon

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
Q2 		$820K Buy
+4,100
New +$204K 0.28% 55

Other funds holding LMBS

AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

Towerpoint Wealth's LMBS Position: Q2 2026 in Review

Towerpoint Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.15% in Q2 2026, selling an estimated $1.25K and leaving 16,951 shares worth $844K. The position accounts for 0.29% of the portfolio, ranked #54.

Towerpoint Wealth first reported a position in LMBS in Q4 2018 and has held it in 31 quarters since. The position peaked at $885K in Q3 2025. 113 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Towerpoint Wealth held 16,951 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $844K as of Q2 2026.
  • Towerpoint Wealth sold 25 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.25K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.29% of Towerpoint Wealth's portfolio in Q2 2026, its #54 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 31 quarters since.
  • Towerpoint Wealth's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $885K in Q3 2025.
  • 113 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 Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.