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

Wealth Enhancement Advisory Services’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	$1.39M	Buy	28,051 +559	+2%	+$27.9K	﹤0.01%	1844
2026 Q1	$1.37M	Sell	27,492 -4,248	-13%	-$213K	﹤0.01%	1602
2025 Q4	$1.58M	Buy	31,740 +2,229	+8%	+$111K	﹤0.01%	1662
2025 Q3	$1.47M	Sell	29,511 -3,465	-11%	-$172K	﹤0.01%	1633
2025 Q2	$1.62M	Sell	32,976 -5,098	-13%	-$250K	﹤0.01%	1471
2025 Q1	$1.87M	Buy	38,074 +7,700	+25%	+$376K	﹤0.01%	1274
2024 Q4	$1.48M	Buy	30,374 +23,050	+315%	+$1.13M	﹤0.01%	1331
2024 Q3	$362K	Sell	7,324 -13,163	-64%	-$644K	﹤0.01%	2051
2024 Q2	$984K	Sell	20,487 -3,205	-14%	-$154K	﹤0.01%	1287
2024 Q1	$1.14M	Sell	23,692 -2,696	-10%	-$130K	﹤0.01%	1181
2023 Q4	$1.28M	Buy	26,388 +665	+3%	+$31.5K	﹤0.01%	1068
2023 Q3	$1.22M	Buy	+25,723	New	+$1.22M	﹤0.01%	1024

Other funds holding LMBS

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

TPW

TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

FPW

Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's LMBS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2% in Q2 2026, buying an estimated $27.9K and bringing the position to 28,051 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Wealth Enhancement Advisory Services first reported a position in LMBS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.87M in Q1 2025. 108 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Wealth Enhancement Advisory Services held 28,051 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.39M as of Q2 2026.
Wealth Enhancement Advisory Services bought 559 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $27.9K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1844 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.87M in Q1 2025.
108 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 Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.