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West Michigan Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

West Michigan Advisors’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 		$394K Buy
7,917
+974
+14% +$48.6K 0.07% 204
2026
Q1 		$346K Buy
6,943
+210
+3% +$10.5K 0.08% 208
2025
Q4 		$337K Sell
6,733
-238
-3% -$11.9K 0.08% 199
2025
Q3 		$347K Buy
6,971
+288
+4% +$14.3K 0.08% 188
2025
Q2 		$329K Sell
6,683
-106
-2% -$5.19K 0.09% 158
2025
Q1 		$334K Sell
6,789
-53
-0.8% -$2.59K 0.11% 141
2024
Q4 		$333K Buy
6,842
+486
+8% +$23.7K 0.1% 138
2024
Q3 		$314K Sell
6,356
-38
-0.6% -$1.86K 0.09% 140
2024
Q2 		$308K Buy
6,394
+40
+0.6% +$1.92K 0.1% 136
2024
Q1 		$307K Sell
6,354
-759
-11% -$36.6K 0.1% 130
2023
Q4 		$344K Buy
7,113
+1,347
+23% +$63.9K 0.13% 100
2023
Q3 		$272K Sell
5,766
-62
-1% -$2.95K 0.15% 111
2023
Q2 		$278K Sell
5,828
-237
-4% -$11.4K 0.11% 160
2023
Q1 		$290K Sell
6,065
-639
-10% -$30.6K 0.16% 102
2022
Q4 		$318K Buy
6,704
+976
+17% +$46.1K 0.23% 75
2022
Q3 		$272K Sell
5,728
-726
-11% -$35K 0.24% 80
2022
Q2 		$312K Buy
6,454
+6,037
+1,448% +$293K 0.27% 79
2022
Q1 		$8.53M Sell
417
-5,708
-93% -$283K 5.76% 3
2021
Q4 		$306K Buy
+6,125
New +$308K 0.23% 86

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 $103B AUM 28.65% 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

West Michigan Advisors's LMBS Position: Q2 2026 in Review

West Michigan Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 14% in Q2 2026, buying an estimated $48.6K and bringing the position to 7,917 shares worth $394K. The position accounts for 0.07% of the portfolio, ranked #204.

West Michigan Advisors first reported a position in LMBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.53M in Q1 2022. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • West Michigan Advisors held 7,917 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $394K as of Q2 2026.
  • West Michigan Advisors bought 974 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $48.6K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.07% of West Michigan Advisors's portfolio in Q2 2026, its #204 holding.
  • West Michigan Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $8.53M in Q1 2022.
  • 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 West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.