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

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

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

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 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

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. 147 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.
147 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.