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

Weitzel Financial 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 Q3	$13.4M	Buy	276,309 +9,153	+3%	+$453K	4.5%	7
2026 Q2	$13.3M	Buy	267,156 +3,211	+1%	+$160K	4.52%	7
2026 Q1	$13M	Buy	263,945 +13,816	+6%	+$693K	4.91%	6
2025 Q4	$12.5M	Buy	250,129 +7,399	+3%	+$370K	4.84%	6
2025 Q3	$12.1M	Buy	242,730 +6,123	+3%	+$303K	4.93%	7
2025 Q2	$11.7M	Sell	236,607 -16,162	-6%	-$791K	4.95%	7
2025 Q1	$12.3M	Hold	252,769	–	–	5.87%	5
2024 Q4	$12.3M	Buy	252,769 +3,354	+1%	+$164K	5.8%	6
2024 Q3	$12.3M	Sell	249,415 -2,840	-1%	-$139K	5.79%	6
2024 Q2	$12.1M	Sell	252,255 -3,820	-1%	-$183K	6.04%	6
2024 Q1	$12.3M	Sell	256,075 -7,931	-3%	-$382K	6.21%	6
2023 Q4	$12.7M	Sell	264,006 -17,650	-6%	-$837K	6.84%	4
2023 Q3	$13.2M	Sell	281,656 -3,711	-1%	-$176K	7.73%	3
2023 Q2	$13.6M	Buy	285,367 +6,850	+2%	+$328K	7.72%	4
2023 Q1	$13.4M	Buy	278,517 +17,146	+7%	+$821K	8.03%	4
2022 Q4	$12.4M	Sell	261,371 -61,046	-19%	-$2.89M	7.91%	4
2022 Q3	$15.3M	Buy	322,417 +5,901	+2%	+$285K	10.72%	3
2022 Q2	$15.3M	Buy	316,516 +92,418	+41%	+$4.49M	10.32%	3
2022 Q1	$11M	Sell	224,098 -8,501	-4%	-$421K	7.01%	5
2021 Q4	$11.6M	Buy	232,599 +3,378	+1%	+$170K	7.02%	5
2021 Q3	$11.6M	Buy	229,221 +6,378	+3%	+$324K	7.53%	5
2021 Q2	$11.3M	Buy	222,843 +8,358	+4%	+$427K	7.47%	5
2021 Q1	$11M	Buy	214,485 +5,477	+3%	+$281K	7.66%	5
2020 Q4	$10.8M	Buy	+209,008	New	+$10.8M	8.03%	5

Other funds holding LMBS

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

TPW

TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

FPW

Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Weitzel Financial Services's LMBS Position: Q3 2026 in Review

Weitzel Financial Services increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.4% in Q3 2026, buying an estimated $453K and bringing the position to 276,309 shares worth $13.4M. The position accounts for 4.5% of the portfolio, ranked #7.

Weitzel Financial Services first reported a position in LMBS in Q4 2020 and has held it in 24 quarters since. The position peaked at $15.3M in Q2 2022. 89 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

Weitzel Financial Services held 276,309 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $13.4M as of Q3 2026.
Weitzel Financial Services bought 9,153 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $453K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 4.5% of Weitzel Financial Services's portfolio in Q3 2026, its #7 holding.
Weitzel Financial Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and has held it in 24 quarters since.
Weitzel Financial Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $15.3M in Q2 2022.
89 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.