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 Q3	$1.48M	Buy	30,581 +866	+3%	+$42.8K	0.23%	95
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

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

VisionPoint Advisory Group's LMBS Position: Q3 2026 in Review

VisionPoint Advisory Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.9% in Q3 2026, buying an estimated $42.8K and bringing the position to 30,581 shares worth $1.48M. The position accounts for 0.23% of the portfolio, ranked #95.

VisionPoint Advisory Group first reported a position in LMBS in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.76M in Q1 2026. 24 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

VisionPoint Advisory Group held 30,581 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.48M as of Q3 2026.
VisionPoint Advisory Group bought 866 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $42.8K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.23% of VisionPoint Advisory Group's portfolio in Q3 2026, its #95 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 12 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.
24 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 VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.