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

VisionPoint Advisory 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 Q2	$1.48M	Sell	29,715 -5,693	-16%	-$284K	0.24%	97
2026 Q1	$1.76M	Buy	35,408 +1,278	+4%	+$64.1K	0.33%	72
2025 Q4	$1.71M	Buy	34,130 +5,827	+21%	+$291K	0.33%	84
2025 Q3	$1.41M	Buy	28,303 +3,545	+14%	+$175K	0.28%	91
2025 Q2	$1.22M	Buy	+24,758	New	+$1.21M	0.27%	100
2020 Q2	–	Sell	-13,834	Closed	-$706K	–	127
2020 Q1	$706K	Buy	13,834 +780	+6%	+$40.5K	0.33%	42
2019 Q4	$676K	Sell	13,054 -5,846	-31%	-$303K	0.28%	59
2019 Q3	$986K	Buy	18,900 +6,088	+48%	+$316K	0.27%	49
2019 Q2	$662K	Buy	12,812 +2,288	+22%	+$118K	0.19%	60
2019 Q1	$540K	Buy	10,524 +3,638	+53%	+$186K	0.15%	74
2018 Q4	$352K	Buy	+6,886	New	+$351K	0.11%	73

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

VisionPoint Advisory Group's LMBS Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 16% in Q2 2026, selling an estimated $284K and leaving 29,715 shares worth $1.48M. The position accounts for 0.24% of the portfolio, ranked #97.

VisionPoint Advisory Group first reported a position in LMBS in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.76M in Q1 2026. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

VisionPoint Advisory Group held 29,715 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.48M as of Q2 2026.
VisionPoint Advisory Group sold 5,693 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $284K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.24% of VisionPoint Advisory Group's portfolio in Q2 2026, its #97 holding.
VisionPoint Advisory Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and has held it in 11 quarters since.
VisionPoint Advisory Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.76M in Q1 2026.
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 VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.