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

Wealth Enhancement Trust 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 		$10.4M Buy
208,640
+18,550
+10% +$925K 1.15% 18
2026
Q1 		$9.47M Buy
190,090
+15,293
+9% +$767K 1.15% 18
2025
Q4 		$8.74M Buy
+174,797
New +$8.74M 1.1% 22

Other funds holding LMBS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 9.8% in Q2 2026, buying an estimated $925K and bringing the position to 208,640 shares worth $10.4M. The position accounts for 1.15% of the portfolio, ranked #18.

Wealth Enhancement Trust Services first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Wealth Enhancement Trust Services held 208,640 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $10.4M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 18,550 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $925K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.15% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #18 holding.
  • Wealth Enhancement Trust Services 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.
  • 372 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 Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.