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

Wagner Wealth Management (South Carolina)’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 		$51.4K Buy
1,033
+10
+1% +$499 0.01% 182
2026
Q1 		$51K Buy
1,023
+10
+1% +$501 0.01% 185
2025
Q4 		$50.6K Buy
1,013
+10
+1% +$500 0.01% 178
2025
Q3 		$50K Buy
1,003
+10
+1% +$495 0.01% 166
2025
Q2 		$48.9K Sell
993
-140
-12% -$6.85K 0.01% 167
2025
Q1 		$55.7K Buy
1,133
+40
+4% +$1.95K 0.01% 152
2024
Q4 		$53.2K Buy
1,093
+89
+9% +$4.35K 0.01% 149
2024
Q3 		$49.6K Buy
1,004
+15
+2% +$734 0.01% 147
2024
Q2 		$47.5K Sell
989
-246
-20% -$11.8K 0.01% 171
2024
Q1 		$59.6K Sell
1,235
-30,903
-96% -$1.49M 0.02% 164
2023
Q4 		$1.55M Sell
32,138
-537
-2% -$25.5K 0.52% 39
2023
Q3 		$1.54M Sell
32,675
-5,738
-15% -$273K 0.57% 38
2023
Q2 		$1.83M Sell
38,413
-3,574
-9% -$171K 0.7% 33
2023
Q1 		$2.01M Sell
41,987
-1,259
-3% -$60.3K 0.91% 30
2022
Q4 		$2.05M Sell
43,246
-14,103
-25% -$667K 1.27% 24
2022
Q3 		$2.71M Sell
57,349
-6,459
-10% -$312K 2.01% 14
2022
Q2 		$3.08M Sell
63,808
-64,174
-50% -$3.12M 2.45% 8
2022
Q1 		$6.26M Buy
127,982
+72,468
+131% +$3.59M 4.38% 2
2021
Q4 		$2.77M Sell
55,514
-24,974
-31% -$1.26M 2.12% 6
2021
Q3 		$4.06M Sell
80,488
-7,089
-8% -$360K 3.24% 4
2021
Q2 		$4.46M Sell
87,577
-10,177
-10% -$520K 3.2% 5
2021
Q1 		$4.99M Buy
97,754
+10,081
+11% +$518K 3.92% 2
2020
Q4 		$4.51M Buy
+87,673
New +$4.52M 4.29% 2
2018
Q3 		$770K Buy
15,104
+4,648
+44% +$238K 0.51% 49
2018
Q2 		$535K Buy
10,456
+2,535
+32% +$130K 0.39% 65
2018
Q1 		$407K Sell
7,921
-1,208
-13% -$62.2K 0.31% 78
2017
Q4 		$471K Buy
+9,129
New +$473K 0.35% 63

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Wagner Wealth Management (South Carolina) increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.98% in Q2 2026, buying an estimated $499 and bringing the position to 1,033 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #182.

Wagner Wealth Management (South Carolina) first reported a position in LMBS in Q4 2017 and has held it in 27 quarters since. The position peaked at $6.26M in Q1 2022. 449 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 1,033 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $51.4K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 10 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $499.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #182 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2017 and has held it in 27 quarters since.
  • Wagner Wealth Management (South Carolina)'s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.26M in Q1 2022.
  • 449 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 (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.