Valley Financial Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Valley Financial Group’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 Q1	$638K	Buy	12,817 +660	+5%	+$33.1K	0.34%	30
2025 Q4	$608K	Sell	12,157 -1,167	-9%	-$58.3K	0.34%	31
2025 Q3	$663K	Buy	13,324 +246	+2%	+$12.2K	0.38%	31
2025 Q2	$644K	Buy	13,078 +541	+4%	+$26.5K	0.39%	31
2025 Q1	$616K	Buy	12,537 +713	+6%	+$34.8K	0.41%	30
2024 Q4	$575K	Buy	11,824 +81	+0.7%	+$3.96K	0.4%	30
2024 Q3	$580K	Hold	11,743	–	–	0.41%	33
2024 Q2	$564K	Hold	11,743	–	–	0.41%	31
2024 Q1	$567K	Hold	11,743	–	–	0.43%	31
2023 Q4	$567K	Buy	+11,743	New	+$557K	0.44%	30

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Valley Financial Group's LMBS Position: Q1 2026 in Review

Valley Financial Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.4% in Q1 2026, buying an estimated $33.1K and bringing the position to 12,817 shares worth $638K. The position accounts for 0.34% of the portfolio, ranked #30.

Valley Financial Group first reported a position in LMBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $663K in Q3 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Valley Financial Group held 12,817 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $638K as of Q1 2026.
Valley Financial Group bought 660 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $33.1K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.34% of Valley Financial Group's portfolio in Q1 2026, its #30 holding.
Valley Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and has held it in 10 quarters since.
Valley Financial Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $663K in Q3 2025.
440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Valley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.