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

Ascent Group’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 		$786K Sell
15,770
-350
-2% -$17.5K 0.03% 412
2025
Q4 		$806K Buy
16,120
+5,174
+47% +$259K 0.03% 405
2025
Q3 		$545K Buy
+10,946
New +$542K 0.02% 480

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ascent Group's LMBS Position: Q1 2026 in Review

Ascent Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2.2% in Q1 2026, selling an estimated $17.5K and leaving 15,770 shares worth $786K. The position accounts for 0.03% of the portfolio, ranked #412.

Ascent Group first reported a position in LMBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $806K in Q4 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Ascent Group held 15,770 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $786K as of Q1 2026.
  • Ascent Group sold 350 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $17.5K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Ascent Group's portfolio in Q1 2026, its #412 holding.
  • Ascent Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • Ascent Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $806K 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 Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.