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

VestGen Advisors’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	$2.21M	Sell	44,459 -1,173	-3%	-$58.5K	0.06%	279
2026 Q1	$2.28M	Sell	45,632 -3,159	-6%	-$158K	0.06%	277
2025 Q4	$2.44M	Sell	48,791 -6,498	-12%	-$325K	0.1%	208
2025 Q3	$2.75M	Sell	55,289 -5,692	-9%	-$282K	0.09%	204
2025 Q2	$3M	Buy	60,981 +287	+0.5%	+$14.1K	0.12%	169
2025 Q1	$2.98M	Buy	+60,694	New	+$2.97M	0.14%	153

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 $103B AUM 28.65% 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

VestGen Advisors's LMBS Position: Q2 2026 in Review

VestGen Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.6% in Q2 2026, selling an estimated $58.5K and leaving 44,459 shares worth $2.21M. The position accounts for 0.06% of the portfolio, ranked #279.

VestGen Advisors first reported a position in LMBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $3M in Q2 2025. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

VestGen Advisors held 44,459 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.21M as of Q2 2026.
VestGen Advisors sold 1,173 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $58.5K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of VestGen Advisors's portfolio in Q2 2026, its #279 holding.
VestGen Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3M in Q2 2025.
453 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 VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.