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

Winebrenner Capital Management’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 		$400K Buy
8,041
+129
+2% +$6.43K 0.24% 101
2026
Q1 		$394K Sell
7,912
-531
-6% -$26.6K 0.25% 97
2025
Q4 		$422K Sell
8,443
-230
-3% -$11.5K 0.28% 93
2025
Q3 		$432K Buy
8,673
+384
+5% +$19K 0.31% 92
2025
Q2 		$408K Sell
8,289
-282
-3% -$13.8K 0.33% 85
2025
Q1 		$421K Sell
8,571
-283
-3% -$13.8K 0.38% 81
2024
Q4 		$431K Buy
+8,854
New +$433K 0.33% 85

Other funds holding LMBS

AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Winebrenner Capital Management's LMBS Position: Q2 2026 in Review

Winebrenner Capital Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.6% in Q2 2026, buying an estimated $6.43K and bringing the position to 8,041 shares worth $400K. The position accounts for 0.24% of the portfolio, ranked #101.

Winebrenner Capital Management first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $432K in Q3 2025. 76 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Winebrenner Capital Management held 8,041 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $400K as of Q2 2026.
  • Winebrenner Capital Management bought 129 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $6.43K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.24% of Winebrenner Capital Management's portfolio in Q2 2026, its #101 holding.
  • Winebrenner Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
  • Winebrenner Capital Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $432K in Q3 2025.
  • 76 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 Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.