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

Wealth Management Associates’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	$334K	Buy	6,714 +9	+0.1%	+$449	0.09%	184
2026 Q1	$334K	Buy	6,705 +10	+0.1%	+$501	0.12%	163
2025 Q4	$335K	Buy	6,695 +9	+0.1%	+$450	0.12%	162
2025 Q3	$333K	Buy	6,686 +9	+0.1%	+$445	0.12%	157
2025 Q2	$329K	Buy	6,677 +9	+0.1%	+$441	0.13%	145
2025 Q1	$328K	Buy	6,668 +9	+0.1%	+$440	0.14%	138
2024 Q4	$324K	Buy	6,659 +9	+0.1%	+$440	0.14%	144
2024 Q3	$329K	Buy	6,650 +511	+8%	+$25K	0.14%	139
2024 Q2	$295K	Hold	6,139	–	–	0.14%	144
2024 Q1	$295K	Buy	6,139 +16	+0.3%	+$771	0.14%	144
2023 Q4	$296K	Buy	6,123 +10	+0.2%	+$474	0.16%	141
2023 Q3	$289K	Buy	6,113 +9	+0.1%	+$428	0.17%	134
2023 Q2	$291K	Buy	6,104 +7	+0.1%	+$336	0.16%	132
2023 Q1	$292K	Buy	6,097 +6	+0.1%	+$287	0.18%	130
2022 Q4	$289K	Sell	6,091 -594	-9%	-$28.1K	0.19%	124
2022 Q3	$317K	Buy	6,685 +4	+0.1%	+$193	0.22%	121
2022 Q2	$323K	Sell	6,681 -346	-5%	-$16.8K	0.22%	119
2022 Q1	$344K	Buy	7,027 +3	+0%	+$149	0.2%	132
2021 Q4	$351K	Buy	7,024 +124	+2%	+$6.23K	0.19%	137
2021 Q3	$349K	Buy	6,900 +4	+0.1%	+$203	0.2%	124
2021 Q2	$351K	Buy	6,896 +4	+0.1%	+$204	0.2%	131
2021 Q1	$352K	Buy	6,892 +204	+3%	+$10.5K	0.22%	113
2020 Q4	$344K	Buy	6,688 +4	+0.1%	+$206	0.23%	114
2020 Q3	$345K	Buy	+6,684	New	+$346K	0.27%	93

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 $103B AUM 28.65% 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 Management Associates's LMBS Position: Q2 2026 in Review

Wealth Management Associates increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.13% in Q2 2026, buying an estimated $449 and bringing the position to 6,714 shares worth $334K. The position accounts for 0.09% of the portfolio, ranked #184.

Wealth Management Associates first reported a position in LMBS in Q3 2020 and has held it in 24 quarters since. The position peaked at $352K in Q1 2021. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Wealth Management Associates held 6,714 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $334K as of Q2 2026.
Wealth Management Associates bought 9 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $449.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.09% of Wealth Management Associates's portfolio in Q2 2026, its #184 holding.
Wealth Management Associates first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2020 and has held it in 24 quarters since.
Wealth Management Associates's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $352K in Q1 2021.
453 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 Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.