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

Win 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	–	Sell	-20,107	Closed	-$1M	–	99
2026 Q1	$1M	Buy	+20,107	New	+$1.01M	0.46%	53
2024 Q4	–	Sell	-21,719	Closed	-$1.07M	–	70
2024 Q3	$1.07M	Sell	21,719 -218,096	-91%	-$10.7M	0.5%	35
2024 Q2	$11.5M	Buy	+239,815	New	+$11.5M	5.15%	8
2024 Q1	–	Sell	-28,845	Closed	-$1.39M	–	76
2023 Q4	$1.39M	Buy	+28,845	New	+$1.37M	0.63%	32
2023 Q3	–	Sell	-52,321	Closed	-$2.01M	–	56
2023 Q2	$2.01M	Buy	+52,321	New	+$2.51M	2.68%	8

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Win Advisors's LMBS Position: Q2 2026 in Review

Win Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026, closing a stake of 20,107 shares — an estimated $1M sold.

Win Advisors first reported a position in LMBS in Q2 2023 and held it in 5 quarters. The position peaked at $11.5M in Q2 2024. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Win Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2026 after selling out during the quarter.
Win Advisors sold 20,107 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1M.
Win Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2023 and held it in 5 quarters.
Win Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $11.5M in Q2 2024.
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 Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.