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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Win Advisors's LMBS Position: Q1 2026 in Review

Win Advisors opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026: 20,107 shares worth $1M. The stake represents 0.46% of the portfolio and ranks #53 among its holdings. This is a return to the name: Win Advisors previously reported a position in LMBS as recently as Q3 2024.

Win Advisors first reported a position in LMBS in Q2 2023 and has held it in 5 quarters since. The position peaked at $11.5M in Q2 2024. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Win Advisors held 20,107 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1M as of Q1 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Win Advisors position in Q1 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.46% of Win Advisors's portfolio in Q1 2026, its #53 holding.
Win Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2023 and has held it in 5 quarters since.
Win Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $11.5M in Q2 2024.
440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.