BOLTON SECURITIES CORPORATION’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q3	$105K	Hold	2,177	–	–	﹤0.01%	1115
2026 Q2	$108K	Hold	2,177	–	–	﹤0.01%	1090
2026 Q1	$108K	Buy	+2,177	New	+$109K	0.01%	997
2025 Q3	$108K	Buy	+2,177	New	+$108K	0.01%	934
2025 Q1	$107K	Buy	+2,177	New	+$106K	0.01%	851

Other funds holding LMBS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's LMBS Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q3 2026 at 2,177 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

BOLTON SECURITIES CORPORATION first reported a position in LMBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $108K in Q1 2026. 350 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

BOLTON SECURITIES CORPORATION held 2,177 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $105K as of Q3 2026.
BOLTON SECURITIES CORPORATION left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q3 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1115 holding.
BOLTON SECURITIES CORPORATION first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2025 and has held it in 5 quarters since.
BOLTON SECURITIES CORPORATION's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $108K in Q1 2026.
350 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.