Wagner Wealth Management (Pennsylvania)’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Wagner Wealth Management (Pennsylvania)’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	$1.77M	Buy	35,652 +1,088	+3%	+$54.3K	1.43%	28
2026 Q1	$1.72M	Sell	34,564 -7,589	-18%	-$380K	1.55%	24
2025 Q4	$2.11M	Buy	+42,153	New	+$2.11M	2.08%	6

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

Wagner Wealth Management (Pennsylvania)'s LMBS Position: Q2 2026 in Review

Wagner Wealth Management (Pennsylvania) increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.1% in Q2 2026, buying an estimated $54.3K and bringing the position to 35,652 shares worth $1.77M. The position accounts for 1.43% of the portfolio, ranked #28.

Wagner Wealth Management (Pennsylvania) first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.11M in Q4 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Wagner Wealth Management (Pennsylvania) held 35,652 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.77M as of Q2 2026.
Wagner Wealth Management (Pennsylvania) bought 1,088 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $54.3K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.43% of Wagner Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #28 holding.
Wagner Wealth Management (Pennsylvania) first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
Wagner Wealth Management (Pennsylvania)'s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.11M in Q4 2025.
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 Wagner Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 10 Aug 2026.