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 Q3	$1M	Buy	20,728 +11,978	+137%	+$592K	0.34%	29
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

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

TradeWell Securities's LMBS Position: Q3 2026 in Review

TradeWell Securities increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 137% in Q3 2026, buying an estimated $592K and bringing the position to 20,728 shares worth $1M. The position accounts for 0.34% of the portfolio, ranked #29.

TradeWell Securities first reported a position in LMBS in Q1 2026 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

TradeWell Securities held 20,728 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1M as of Q3 2026.
TradeWell Securities bought 11,978 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $592K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.34% of TradeWell Securities's portfolio in Q3 2026, its #29 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 3 quarters since.
197 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 TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.