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

Ancora 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 Q1	$263K	Hold	5,285	–	–	0.01%	650
2025 Q4	$264K	Hold	5,285	–	–	0.01%	677
2025 Q3	$263K	Hold	5,285	–	–	0.01%	665
2025 Q2	$260K	Hold	5,285	–	–	0.01%	668
2025 Q1	$260K	Hold	5,285	–	–	0.01%	660
2024 Q4	$257K	Buy	+5,285	New	+$258K	0.01%	656
2023 Q3	–	Sell	-10	Closed	-$477	–	1806
2023 Q2	$477	Buy	+10	New	+$479	﹤0.01%	1636

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

Ancora Advisors's LMBS Position: Q1 2026 in Review

Ancora Advisors held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q1 2026 at 5,285 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #650.

Ancora Advisors first reported a position in LMBS in Q2 2023 and has held it in 7 quarters since. The position peaked at $264K in Q4 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Ancora Advisors held 5,285 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $263K as of Q1 2026.
Ancora Advisors left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q1 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #650 holding.
Ancora Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2023 and has held it in 7 quarters since.
Ancora Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $264K in Q4 2025.
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 Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.