Wealthcare Advisory Partners’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Wealthcare Advisory Partners’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	$3.24M	Buy	64,986 +4,556	+8%	+$227K	0.06%	252
2026 Q1	$3.01M	Buy	60,430 +5,141	+9%	+$258K	0.06%	271
2025 Q4	$2.76M	Buy	55,289 +560	+1%	+$28K	0.05%	285
2025 Q3	$2.72M	Buy	54,729 +1,897	+4%	+$93.9K	0.06%	276
2025 Q2	$2.6M	Buy	52,832 +2,313	+5%	+$113K	0.06%	275
2025 Q1	$2.48M	Buy	50,519 +8,810	+21%	+$430K	0.07%	248
2024 Q4	$2.03M	Sell	41,709 -660	-2%	-$32.2K	0.06%	267
2024 Q3	$2.09M	Buy	42,369 +744	+2%	+$36.4K	0.06%	259
2024 Q2	$2M	Buy	41,625 +2,195	+6%	+$105K	0.06%	234
2024 Q1	$1.9M	Sell	39,430 -634	-2%	-$30.6K	0.06%	240
2023 Q4	$1.94M	Sell	40,064 -4,428	-10%	-$210K	0.08%	206
2023 Q3	$2.1M	Buy	44,492 +33	+0.1%	+$1.57K	0.1%	168
2023 Q2	$2.12M	Sell	44,459 -775	-2%	-$37.1K	0.09%	171
2023 Q1	$2.17M	Sell	45,234 -3,379	-7%	-$162K	0.09%	170
2022 Q4	$2.3M	Buy	48,613 +27,410	+129%	+$1.3M	0.11%	147
2022 Q3	$1M	Buy	21,203 +8,591	+68%	+$414K	0.06%	235
2022 Q2	$609K	Sell	12,612 -1,204	-9%	-$58.5K	0.04%	286
2022 Q1	$676K	Sell	13,816 -2,197	-14%	-$109K	0.04%	256
2021 Q4	$800K	Sell	16,013 -241	-1%	-$12.1K	0.05%	231
2021 Q3	$822K	Sell	16,254 -2,705	-14%	-$137K	0.05%	216
2021 Q2	$965K	Sell	18,959 -667	-3%	-$34.1K	0.06%	202
2021 Q1	$1M	Sell	19,626 -364	-2%	-$18.7K	0.07%	181
2020 Q4	$1.03M	Buy	19,990 +7,896	+65%	+$407K	0.09%	144
2020 Q3	$625K	Buy	12,094 +2,591	+27%	+$134K	0.07%	178
2020 Q2	$491K	Buy	9,503 +7,178	+309%	+$371K	0.06%	173
2020 Q1	$119K	Buy	2,325 +1,825	+365%	+$94.8K	0.02%	344
2019 Q4	$26K	Sell	500 -3,300	-87%	-$171K	﹤0.01%	690
2019 Q3	$198K	Sell	3,800 -686	-15%	-$35.6K	0.03%	278
2019 Q2	$232K	Buy	4,486 +3,986	+797%	+$205K	0.04%	251
2019 Q1	$26K	Hold	500	–	–	﹤0.01%	598
2018 Q4	$26K	Hold	500	–	–	0.01%	575
2018 Q3	$25K	Hold	500	–	–	﹤0.01%	618
2018 Q2	$26K	Hold	500	–	–	0.01%	607
2018 Q1	$26K	Hold	500	–	–	0.01%	537
2017 Q4	$26K	Buy	+500	New	+$25.9K	0.01%	484

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

Wealthcare Advisory Partners's LMBS Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.5% in Q2 2026, buying an estimated $227K and bringing the position to 64,986 shares worth $3.24M. The position accounts for 0.06% of the portfolio, ranked #252.

Wealthcare Advisory Partners first reported a position in LMBS in Q4 2017 and has held it in 35 quarters since. 106 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Wealthcare Advisory Partners held 64,986 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.24M as of Q2 2026.
Wealthcare Advisory Partners bought 4,556 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $227K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.06% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #252 holding.
Wealthcare Advisory Partners 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 35 quarters since.
106 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 Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.