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

Aptus Capital 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	$41.1K	Buy	826 +276	+50%	+$13.8K	﹤0.01%	1411
2026 Q1	$27.4K	Sell	550 -275	-33%	-$13.8K	﹤0.01%	1355
2025 Q4	$41.2K	Sell	825 -52	-6%	-$2.6K	﹤0.01%	1315
2025 Q3	$43.7K	Sell	877 -220	-20%	-$10.9K	﹤0.01%	1250
2025 Q2	$54K	Buy	1,097 +272	+33%	+$13.3K	﹤0.01%	1167
2025 Q1	$40.6K	Hold	825	–	–	﹤0.01%	1137
2024 Q4	$40.2K	Hold	825	–	–	﹤0.01%	1138
2024 Q3	$40.8K	Sell	825 -15	-2%	-$734	﹤0.01%	961
2024 Q2	$40.4K	Hold	840	–	–	﹤0.01%	916
2024 Q1	$40.5K	Sell	840 -38	-4%	-$1.83K	﹤0.01%	914
2023 Q4	$42.4K	Sell	878 -1,045	-54%	-$49.5K	﹤0.01%	692
2023 Q3	$90.8K	Sell	1,923 -631	-25%	-$30K	﹤0.01%	630
2023 Q2	$122K	Buy	2,554 +8	+0.3%	+$383	﹤0.01%	520
2023 Q1	$122K	Sell	2,546 -237	-9%	-$11.3K	﹤0.01%	504
2022 Q4	$132K	Sell	2,783 -31	-1%	-$1.47K	﹤0.01%	512
2022 Q3	$133K	Buy	2,814 +964	+52%	+$46.5K	﹤0.01%	476
2022 Q2	$89K	Sell	1,850 -275	-13%	-$13.4K	﹤0.01%	432
2022 Q1	$104K	Buy	+2,125	New	+$105K	﹤0.01%	463
2021 Q3	–	Sell	-6,650	Closed	-$338K	–	578
2021 Q2	$338K	Hold	6,650	–	–	0.01%	306
2021 Q1	$340K	Sell	6,650 -466	-7%	-$23.9K	0.01%	293
2020 Q4	$366K	Sell	7,116 -4,138	-37%	-$213K	0.02%	253
2020 Q3	$581K	Sell	11,254 -4,240	-27%	-$219K	0.03%	207
2020 Q2	$800K	Buy	15,494 +8,844	+133%	+$457K	0.05%	150
2020 Q1	$339K	Hold	6,650	–	–	0.03%	215
2019 Q4	$344K	Hold	6,650	–	–	0.02%	296
2019 Q3	$345K	Hold	6,650	–	–	0.02%	313
2019 Q2	$343K	Hold	6,650	–	–	0.05%	271
2019 Q1	$341K	Buy	+6,650	New	+$340K	0.06%	249

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

Aptus Capital Advisors's LMBS Position: Q2 2026 in Review

Aptus Capital Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 50% in Q2 2026, buying an estimated $13.8K and bringing the position to 826 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Aptus Capital Advisors first reported a position in LMBS in Q1 2019 and has held it in 28 quarters since. The position peaked at $800K in Q2 2020. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Aptus Capital Advisors held 826 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $41.1K as of Q2 2026.
Aptus Capital Advisors bought 276 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $13.8K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1411 holding.
Aptus Capital Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and has held it in 28 quarters since.
Aptus Capital Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $800K in Q2 2020.
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 Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.