Western Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.26M Sell
65,423
-7,206
-10% -$359K 0.11% 199
2026
Q1
$3.62M Buy
72,629
+62,436
+613% +$3.13M 0.14% 149
2025
Q4
$510K Buy
10,193
+5,822
+133% +$291K 0.02% 513
2025
Q3
$218K Sell
4,371
-272
-6% -$13.5K 0.01% 705
2025
Q2
$229K Buy
4,643
+5
+0.1% +$245 0.01% 643
2025
Q1
$228K Sell
4,638
-4,547
-50% -$222K 0.02% 610
2024
Q4
$447K Sell
9,185
-1,661
-15% -$81.1K 0.02% 493
2024
Q3
$536K Buy
10,846
+4,501
+71% +$220K 0.03% 446
2024
Q2
$305K Sell
6,345
-218
-3% -$10.5K 0.02% 496
2024
Q1
$317K Sell
6,563
-8,968
-58% -$432K 0.02% 489
2023
Q4
$750K Buy
15,531
+2,832
+22% +$134K 0.05% 330
2023
Q3
$600K Buy
12,699
+5,000
+65% +$238K 0.05% 346
2023
Q2
$367K Sell
7,699
-2,522
-25% -$121K 0.03% 453
2023
Q1
$489K Buy
10,221
+344
+3% +$16.5K 0.05% 375
2022
Q4
$468K Sell
9,877
-10,984
-53% -$519K 0.05% 353
2022
Q3
$989K Sell
20,861
-15,725
-43% -$759K 0.06% 309
2022
Q2
$1.77M Buy
36,586
+4,289
+13% +$208K 0.1% 201
2022
Q1
$1.58M Buy
32,297
+4,294
+15% +$213K 0.08% 241
2021
Q4
$1.4M Buy
+28,003
New +$1.41M 0.14% 154
2021
Q2
$2.53M Sell
49,709
-7,818
-14% -$399K 0.26% 89
2021
Q1
$2.94M Sell
57,527
-24,567
-30% -$1.26M 0.39% 56
2020
Q4
$4.22M Buy
82,094
+30,226
+58% +$1.56M 0.62% 26
2020
Q3
$2.68M Buy
51,868
+15,914
+44% +$823K 0.44% 45
2020
Q2
$1.86M Buy
35,954
+7,913
+28% +$409K 0.34% 65
2020
Q1
$1.43M Sell
28,041
-2,635
-9% -$137K 0.33% 76
2019
Q4
$1.59M Buy
30,676
+2,575
+9% +$134K 0.24% 97
2019
Q3
$1.46M Sell
28,101
-1,654
-6% -$85.8K 0.3% 80
2019
Q2
$1.54M Sell
29,755
-4,206
-12% -$216K 0.2% 99
2019
Q1
$1.74M Buy
+33,961
New +$1.74M 0.39% 58

Other funds holding LMBS

Western Wealth Management's LMBS Position: Q2 2026 in Review

Western Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 9.9% in Q2 2026, selling an estimated $359K and leaving 65,423 shares worth $3.26M. The position accounts for 0.11% of the portfolio, ranked #199.

Western Wealth Management first reported a position in LMBS in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.22M in Q4 2020. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Western Wealth Management held 65,423 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.26M as of Q2 2026.
  • Western Wealth Management sold 7,206 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $359K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.11% of Western Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Western Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and has held it in 29 quarters since.
  • Western Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.22M in Q4 2020.
  • 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 Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.