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

Ameritas Investment Partners’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	$10.7M	Buy	215,502 +11,836	+6%	+$590K	0.29%	55
2026 Q1	$10.1M	Buy	203,666 +5,881	+3%	+$295K	0.31%	49
2025 Q4	$9.89M	Buy	197,785 +10,766	+6%	+$538K	0.3%	48
2025 Q3	$9.31M	Buy	187,019 +14,960	+9%	+$740K	0.28%	49
2025 Q2	$8.48M	Buy	172,059 +824	+0.5%	+$40.3K	0.27%	53
2025 Q1	$8.42M	Buy	171,235 +12,652	+8%	+$618K	0.29%	51
2024 Q4	$7.72M	Buy	158,583 +6,107	+4%	+$298K	0.25%	52
2024 Q3	$7.53M	Buy	152,476 +14,582	+11%	+$714K	0.25%	55
2024 Q2	$6.63M	Buy	137,894 +11,362	+9%	+$545K	0.23%	60
2024 Q1	$6.11M	Buy	126,532 +8,723	+7%	+$421K	0.21%	74
2023 Q4	$5.69M	Sell	117,809 -3,225	-3%	-$153K	0.21%	67
2023 Q3	$5.72M	Buy	121,034 +26,452	+28%	+$1.26M	0.23%	60
2023 Q2	$4.51M	Buy	94,582 +10,858	+13%	+$520K	0.17%	91
2023 Q1	$4.01M	Buy	83,724 +78,449	+1,487%	+$3.76M	0.16%	112
2022 Q4	$250K	Buy	5,275 +2,206	+72%	+$104K	0.01%	1005
2022 Q3	$145K	Buy	3,069 +697	+29%	+$33.6K	0.01%	1246
2022 Q2	$114K	Buy	2,372 +372	+19%	+$18.1K	﹤0.01%	1415
2022 Q1	$97K	Buy	+2,000	New	+$99K	﹤0.01%	1672

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

Ameritas Investment Partners's LMBS Position: Q2 2026 in Review

Ameritas Investment Partners increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.8% in Q2 2026, buying an estimated $590K and bringing the position to 215,502 shares worth $10.7M. The position accounts for 0.29% of the portfolio, ranked #55.

Ameritas Investment Partners first reported a position in LMBS in Q1 2022 and has held it in 18 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Ameritas Investment Partners held 215,502 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $10.7M as of Q2 2026.
Ameritas Investment Partners bought 11,836 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $590K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.29% of Ameritas Investment Partners's portfolio in Q2 2026, its #55 holding.
Ameritas Investment Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2022 and has held it in 18 quarters since.
456 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 Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.