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

USAdvisors 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 Q2	$226K	Buy	+4,551	New	+$227K	0.06%	136
2022 Q4	–	Sell	-4,426	Closed	-$210K	–	118
2022 Q3	$210K	Buy	4,426 +18	+0.4%	+$868	0.11%	110
2022 Q2	$213K	Sell	4,408 -177	-4%	-$8.6K	0.11%	107
2022 Q1	$224K	Sell	4,585 -280	-6%	-$13.9K	0.1%	111
2021 Q4	$243K	Sell	4,865 -366	-7%	-$18.4K	0.1%	108
2021 Q3	$265K	Buy	5,231 +12	+0.2%	+$609	0.11%	94
2021 Q2	$266K	Sell	5,219 -6,736	-56%	-$344K	0.14%	95
2021 Q1	$610K	Sell	11,955 -19,354	-62%	-$994K	0.3%	67
2020 Q4	$1.61M	Sell	31,309 -3,966	-11%	-$205K	0.77%	32
2020 Q3	$1.82M	Sell	35,275 -1,555	-4%	-$80.5K	0.28%	26
2020 Q2	$1.9M	Buy	36,830 +4,794	+15%	+$248K	1.01%	23
2020 Q1	$1.63M	Buy	32,036 +22,685	+243%	+$1.18M	1.01%	20
2019 Q4	$484K	Buy	+9,351	New	+$485K	0.25%	47

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

USAdvisors Wealth Management's LMBS Position: Q2 2026 in Review

USAdvisors Wealth Management opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 4,551 shares worth $226K. The stake represents 0.06% of the portfolio and ranks #136 among its holdings. This is a return to the name: USAdvisors Wealth Management previously reported a position in LMBS as recently as Q3 2022.

USAdvisors Wealth Management first reported a position in LMBS in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.9M in Q2 2020. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

USAdvisors Wealth Management held 4,551 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $226K as of Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new USAdvisors Wealth Management position in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of USAdvisors Wealth Management's portfolio in Q2 2026, its #136 holding.
USAdvisors Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and has held it in 13 quarters since.
USAdvisors Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.9M in Q2 2020.
457 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 USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.