William Mack & Associates
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William Mack & Associates’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

William Mack & Associates’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 		$3.93K Buy
+81
New +$4K ﹤0.01% 474

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UBS Group
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

William Mack & Associates's LMBS Position: Q3 2026 in Review

William Mack & Associates opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2026: 81 shares worth $3.93K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings.

410 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • William Mack & Associates held 81 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.93K as of Q3 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new William Mack & Associates position in Q3 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #474 holding.
  • 410 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 William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.