Wealthspire Advisors (New York)’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Wealthspire Advisors (New York)’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 Q1	–	Sell	-8,308	Closed	-$415K	–	1031
2025 Q4	$415K	Hold	8,308	–	–	﹤0.01%	674
2025 Q3	$414K	Hold	8,308	–	–	﹤0.01%	583
2025 Q2	$409K	Sell	8,308 -320	-4%	-$15.7K	﹤0.01%	590
2025 Q1	$424K	Hold	8,628	–	–	﹤0.01%	558
2024 Q4	$420K	Buy	+8,628	New	+$421K	﹤0.01%	559

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (New York)'s LMBS Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026, closing a stake of 8,308 shares — an estimated $415K sold.

Wealthspire Advisors (New York) first reported a position in LMBS in Q4 2024 and held it in 5 quarters. The position peaked at $424K in Q1 2025. 442 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 8,308 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $415K.
Wealthspire Advisors (New York) first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and held it in 5 quarters.
Wealthspire Advisors (New York)'s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $424K in Q1 2025.
442 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.