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

Atria Investments’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	$4.01M	Buy	80,488 +27,452	+52%	+$1.37M	0.04%	459
2026 Q1	$2.64M	Sell	53,036 -223,847	-81%	-$11.2M	0.03%	586
2025 Q4	$13.8M	Sell	276,883 -2,507	-0.9%	-$125K	0.16%	126
2025 Q3	$13.9M	Buy	279,390 +13,536	+5%	+$670K	0.16%	127
2025 Q2	$13.1M	Sell	265,854 -1,290	-0.5%	-$63.2K	0.15%	133
2025 Q1	$13.1M	Sell	267,144 -2,915	-1%	-$142K	0.17%	131
2024 Q4	$13.1M	Buy	270,059 +240,106	+802%	+$11.7M	0.16%	138
2024 Q3	$1.48M	Buy	29,953 +9,866	+49%	+$483K	0.02%	780
2024 Q2	$965K	Sell	20,087 -28,479	-59%	-$1.37M	0.01%	950
2024 Q1	$2.34M	Buy	48,566 +5,424	+13%	+$262K	0.03%	591
2023 Q4	$2.08M	Sell	43,142 -23,843	-36%	-$1.13M	0.03%	582
2023 Q3	$3.16M	Buy	66,985 +5,898	+10%	+$280K	0.06%	415
2023 Q2	$2.91M	Buy	61,087 +539	+0.9%	+$25.8K	0.05%	429
2023 Q1	$2.9M	Sell	60,548 -85,366	-59%	-$4.09M	0.05%	412
2022 Q4	$6.92M	Sell	145,914 -20,087	-12%	-$949K	0.14%	183
2022 Q3	$7.86M	Sell	166,001 -7,738	-4%	-$373K	0.17%	142
2022 Q2	$8.39M	Buy	173,739 +140,529	+423%	+$6.83M	0.18%	140
2022 Q1	$1.63M	Sell	33,210 -18,410	-36%	-$912K	0.03%	648
2021 Q4	$2.58M	Sell	51,620 -100,734	-66%	-$5.06M	0.05%	464
2021 Q3	$7.71M	Sell	152,354 -1,272	-0.8%	-$64.6K	0.14%	165
2021 Q2	$7.82M	Sell	153,626 -55,729	-27%	-$2.85M	0.15%	153
2021 Q1	$10.7M	Buy	209,355 +26,595	+15%	+$1.37M	0.24%	97
2020 Q4	$9.41M	Sell	182,760 -21,642	-11%	-$1.12M	0.23%	106
2020 Q3	$10.6M	Buy	204,402 +4,864	+2%	+$252K	0.32%	67
2020 Q2	$10.3M	Buy	199,538 +170,683	+592%	+$8.81M	0.35%	65
2020 Q1	$1.47M	Buy	28,855 +3,357	+13%	+$174K	0.11%	171
2019 Q4	$1.32M	Sell	25,498 -1,544	-6%	-$80.1K	0.04%	439
2019 Q3	$1.41M	Buy	27,042 +1,715	+7%	+$89K	0.05%	311
2019 Q2	$1.31M	Buy	25,327 +12,788	+102%	+$658K	0.05%	324
2019 Q1	$643K	Sell	12,539 -15,216	-55%	-$779K	0.03%	467
2018 Q4	$1.42M	Buy	27,755 +6,770	+32%	+$345K	0.06%	229
2018 Q3	$1.07M	Buy	20,985 +7,535	+56%	+$385K	0.04%	370
2018 Q2	$688K	Buy	13,450 +261	+2%	+$13.4K	0.03%	472
2018 Q1	$678K	Buy	+13,189	New	+$679K	0.03%	436

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

Atria Investments's LMBS Position: Q2 2026 in Review

Atria Investments increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 52% in Q2 2026, buying an estimated $1.37M and bringing the position to 80,488 shares worth $4.01M. The position accounts for 0.04% of the portfolio, ranked #459.

Atria Investments first reported a position in LMBS in Q1 2018 and has held it in 34 quarters since. The position peaked at $13.9M in Q3 2025. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Atria Investments held 80,488 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $4.01M as of Q2 2026.
Atria Investments bought 27,452 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.37M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.04% of Atria Investments's portfolio in Q2 2026, its #459 holding.
Atria Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2018 and has held it in 34 quarters since.
Atria Investments's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $13.9M in Q3 2025.
455 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 Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.