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Wedbush Securities’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Wedbush Securities’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 		$4.71M Sell
94,587
-785
-0.8% -$39.2K 0.12% 130
2026
Q1 		$4.75M Sell
95,372
-2,774
-3% -$139K 0.14% 111
2025
Q4 		$4.91M Buy
98,146
+71,103
+263% +$3.55M 0.14% 106
2025
Q3 		$1.35M Sell
27,043
-11,177
-29% -$553K 0.04% 336
2025
Q2 		$1.88M Sell
38,220
-3,064
-7% -$150K 0.07% 230
2025
Q1 		$2.03M Buy
41,284
+1,948
+5% +$95.2K 0.07% 195
2024
Q4 		$1.91M Sell
39,336
-5,626
-13% -$275K 0.07% 203
2024
Q3 		$2.22M Sell
44,962
-2,521
-5% -$123K 0.08% 177
2024
Q2 		$2.28M Sell
47,483
-6,465
-12% -$310K 0.08% 179
2024
Q1 		$2.6M Buy
53,948
+3,479
+7% +$168K 0.1% 156
2023
Q4 		$2.44M Sell
50,469
-2,376
-4% -$113K 0.11% 136
2023
Q3 		$2.5M Sell
52,845
-6,511
-11% -$310K 0.12% 126
2023
Q2 		$2.83M Sell
59,356
-103,349
-64% -$4.95M 0.14% 120
2023
Q1 		$7.79M Sell
162,705
-8,293
-5% -$397K 0.39% 36
2022
Q4 		$8.11M Sell
170,998
-107,375
-39% -$5.08M 0.45% 30
2022
Q3 		$13.2M Buy
278,373
+67,255
+32% +$3.24M 0.74% 18
2022
Q2 		$10.2M Sell
211,118
-1,517
-0.7% -$73.7K 0.56% 26
2022
Q1 		$10.4M Buy
212,635
+72,330
+52% +$3.58M 0.48% 30
2021
Q4 		$7.01M Buy
140,305
+84,311
+151% +$4.24M 0.3% 49
2021
Q3 		$2.83M Sell
55,994
-1,502
-3% -$76.2K 0.13% 121
2021
Q2 		$2.93M Buy
57,496
+8,273
+17% +$422K 0.14% 119
2021
Q1 		$2.51M Sell
49,223
-25,803
-34% -$1.33M 0.14% 125
2020
Q4 		$3.86M Buy
75,026
+19,744
+36% +$1.02M 0.34% 59
2020
Q3 		$2.86M Buy
55,282
+14,533
+36% +$752K 0.27% 77
2020
Q2 		$2.11M Buy
40,749
+17,462
+75% +$902K 0.2% 110
2020
Q1 		$1.19M Buy
23,287
+3,111
+15% +$162K 0.14% 148
2019
Q4 		$1.04M Buy
20,176
+5,800
+40% +$301K 0.09% 233
2019
Q3 		$747K Buy
14,376
+1,552
+12% +$80.5K 0.07% 303
2019
Q2 		$663K Buy
12,824
+1,479
+13% +$76.1K 0.07% 330
2019
Q1 		$582K Buy
11,345
+73
+0.6% +$3.73K 0.06% 362
2018
Q4 		$575K Buy
11,272
+24
+0.2% +$1.22K 0.07% 311
2018
Q3 		$573K Sell
11,248
-2,682
-19% -$137K 0.07% 348
2018
Q2 		$713K Buy
13,930
+49
+0.4% +$2.51K 0.09% 270
2018
Q1 		$713K Buy
13,881
+843
+6% +$43.4K 0.09% 262
2017
Q4 		$673K Buy
+13,038
New +$676K 0.08% 292

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wedbush Securities's LMBS Position: Q2 2026 in Review

Wedbush Securities reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.82% in Q2 2026, selling an estimated $39.2K and leaving 94,587 shares worth $4.71M. The position accounts for 0.12% of the portfolio, ranked #130.

Wedbush Securities first reported a position in LMBS in Q4 2017 and has held it in 35 quarters since. The position peaked at $13.2M in Q3 2022. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Wedbush Securities held 94,587 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $4.71M as of Q2 2026.
  • Wedbush Securities sold 785 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $39.2K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.12% of Wedbush Securities's portfolio in Q2 2026, its #130 holding.
  • Wedbush Securities 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.
  • Wedbush Securities's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $13.2M in Q3 2022.
  • 456 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 Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.