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

TradeWell Securities’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	$436K	Buy	8,750 +394	+5%	+$19.7K	0.16%	39
2026 Q1	$416K	Buy	+8,356	New	+$419K	0.18%	35

Other funds holding LMBS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

TradeWell Securities's LMBS Position: Q2 2026 in Review

TradeWell Securities increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4.7% in Q2 2026, buying an estimated $19.7K and bringing the position to 8,750 shares worth $436K. The position accounts for 0.16% of the portfolio, ranked #39.

TradeWell Securities first reported a position in LMBS in Q1 2026 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

TradeWell Securities held 8,750 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $436K as of Q2 2026.
TradeWell Securities bought 394 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $19.7K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.16% of TradeWell Securities's portfolio in Q2 2026, its #39 holding.
TradeWell Securities first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
224 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 TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.