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

World Investment 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	$815K	Hold	16,370	–	–	0.01%	782
2026 Q1	$815K	Buy	16,370 +60	+0.4%	+$3.01K	0.01%	786
2025 Q4	$815K	Buy	16,310 +7,592	+87%	+$380K	0.01%	755
2025 Q3	$434K	Buy	8,718 +2,707	+45%	+$134K	0.01%	839
2025 Q2	$296K	Sell	6,011 -2,183	-27%	-$107K	0.01%	915
2025 Q1	$403K	Buy	+8,194	New	+$400K	0.01%	761
2024 Q3	–	Sell	-5,782	Closed	-$278K	–	920
2024 Q2	$278K	Buy	+5,782	New	+$278K	0.02%	517

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 $103B AUM 28.65% 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

World Investment Advisors's LMBS Position: Q2 2026 in Review

World Investment Advisors held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 16,370 shares worth $815K. The position accounts for 0.01% of the portfolio, ranked #782.

World Investment Advisors first reported a position in LMBS in Q2 2024 and has held it in 7 quarters since. The position peaked at $815K in Q1 2026. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

World Investment Advisors held 16,370 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $815K as of Q2 2026.
World Investment Advisors 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 World Investment Advisors's portfolio in Q2 2026, its #782 holding.
World Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and has held it in 7 quarters since.
World Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $815K in Q1 2026.
453 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 World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.