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

Wealth Effects’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	$468K	Hold	9,394	–	–	0.13%	142
2026 Q1	$468K	Hold	9,394	–	–	0.17%	116
2025 Q4	$470K	Hold	9,394	–	–	0.15%	115
2025 Q3	$468K	Sell	9,394 -508	-5%	-$25.1K	0.15%	117
2025 Q2	$488K	Hold	9,902	–	–	0.18%	102
2025 Q1	$487K	Sell	9,902 -500	-5%	-$24.4K	0.2%	99
2024 Q4	$506K	Sell	10,402 -5,118	-33%	-$250K	0.18%	111
2024 Q3	$767K	Sell	15,520 -5,000	-24%	-$245K	0.27%	77
2024 Q2	$986K	Sell	20,520 -912	-4%	-$43.8K	0.36%	58
2024 Q1	$1.03M	Sell	21,432 -3,738	-15%	-$180K	0.38%	54
2023 Q4	$1.22M	Sell	25,170 -11,428	-31%	-$542K	0.46%	53
2023 Q3	$1.73M	Sell	36,598 -6,485	-15%	-$308K	0.85%	19
2023 Q2	$2.05M	Sell	43,083 -31,332	-42%	-$1.5M	0.9%	13
2023 Q1	$3.56M	Sell	74,415 -1,481	-2%	-$70.9K	1.82%	9
2022 Q4	$3.6M	Sell	75,896 -3,502	-4%	-$166K	2.05%	9
2022 Q3	$3.76M	Sell	79,398 -1,483	-2%	-$71.5K	2.3%	6
2022 Q2	$3.91M	Buy	80,881 +756	+0.9%	+$36.7K	2.35%	7
2022 Q1	$3.92M	Sell	80,125 -1,245	-2%	-$61.7K	1.83%	12
2021 Q4	$4.07M	Buy	+81,370	New	+$4.09M	1.69%	14

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

Wealth Effects's LMBS Position: Q2 2026 in Review

Wealth Effects held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 9,394 shares worth $468K. The position accounts for 0.13% of the portfolio, ranked #142.

Wealth Effects first reported a position in LMBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.07M in Q4 2021. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Wealth Effects held 9,394 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $468K as of Q2 2026.
Wealth Effects left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.13% of Wealth Effects's portfolio in Q2 2026, its #142 holding.
Wealth Effects first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 19 quarters since.
Wealth Effects's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.07M in Q4 2021.
456 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 Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.