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

Ameriprise’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 Q1	–	Sell	-4,801	Closed	-$243K	–	4155
2025 Q4	$243K	Sell	4,801 -5,462	-53%	-$273K	﹤0.01%	3870
2025 Q3	$511K	Sell	10,263 -340	-3%	-$16.8K	﹤0.01%	3616
2025 Q2	$522K	Sell	10,603 -902	-8%	-$44.2K	﹤0.01%	3517
2025 Q1	$566K	Sell	11,505 -55,959	-83%	-$2.73M	﹤0.01%	3438
2024 Q4	$3.28M	Buy	67,464 +60,780	+909%	+$2.97M	﹤0.01%	2650
2024 Q3	$330K	Buy	+6,684	New	+$327K	﹤0.01%	3612
2022 Q4	–	Sell	-14,804	Closed	-$701K	–	4011
2022 Q3	$701K	Sell	14,804 -408	-3%	-$19.7K	﹤0.01%	3269
2022 Q2	$735K	Buy	15,212 +249	+2%	+$12.1K	﹤0.01%	3242
2022 Q1	$732K	Buy	+14,963	New	+$741K	﹤0.01%	3332
2021 Q4	–	Sell	-81,522	Closed	-$4.12M	–	4013
2021 Q3	$4.12M	Buy	81,522 +74,721	+1,099%	+$3.79M	﹤0.01%	2521
2021 Q2	$347K	Buy	+6,801	New	+$347K	﹤0.01%	3591
2019 Q4	–	Sell	-14,005	Closed	-$728K	–	3740
2019 Q3	$728K	Buy	+14,005	New	+$727K	﹤0.01%	3145

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise's LMBS Position: Q1 2026 in Review

Ameriprise sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026, closing a stake of 4,801 shares — an estimated $243K sold.

Ameriprise first reported a position in LMBS in Q3 2019 and held it in 12 quarters. The position peaked at $4.12M in Q3 2021. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Ameriprise reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2026 after selling out during the quarter.
Ameriprise sold 4,801 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $243K.
Ameriprise first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2019 and held it in 12 quarters.
Ameriprise's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.12M in Q3 2021.
440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.