Wolff Wiese Magana’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Wolff Wiese Magana’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	$26.9K	Hold	540	–	–	0.01%	319
2026 Q1	$26.9K	Buy	+540	New	+$27.1K	0.01%	292
2021 Q3	–	Sell	-210	Closed	-$11K	–	854
2021 Q2	$11K	Sell	210 -6,325	-97%	-$323K	0.01%	492
2021 Q1	$334K	Sell	6,535 -847	-11%	-$43.5K	0.26%	83
2020 Q4	$380K	Buy	+7,382	New	+$381K	0.32%	69

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

Wolff Wiese Magana's LMBS Position: Q2 2026 in Review

Wolff Wiese Magana held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 540 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #319.

Wolff Wiese Magana first reported a position in LMBS in Q4 2020 and has held it in 5 quarters since. The position peaked at $380K in Q4 2020. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Wolff Wiese Magana held 540 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $26.9K as of Q2 2026.
Wolff Wiese Magana left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #319 holding.
Wolff Wiese Magana first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and has held it in 5 quarters since.
Wolff Wiese Magana's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $380K in Q4 2020.
457 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 Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.