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

Brinker Capital 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	$1.07M	Buy	21,511 +1,760	+9%	+$87.8K	0.01%	1121
2026 Q1	$984K	Sell	19,751 -1,009	-5%	-$50.6K	0.01%	1123
2025 Q4	$1.04M	Sell	20,760 -26,646	-56%	-$1.33M	0.01%	1214
2025 Q3	$2.36M	Buy	47,406 +3,596	+8%	+$178K	0.02%	752
2025 Q2	$2.16M	Sell	43,810 -3,135	-7%	-$153K	0.02%	752
2025 Q1	$2.31M	Sell	46,945 -1,260	-3%	-$61.6K	0.02%	636
2024 Q4	$2.35M	Buy	48,205 +1,097	+2%	+$53.6K	0.02%	621
2024 Q3	$2.33M	Buy	47,108 +7,203	+18%	+$353K	0.02%	613
2024 Q2	$1.92M	Buy	39,905 +6,269	+19%	+$301K	0.02%	657
2024 Q1	$1.62M	Buy	33,636 +9,372	+39%	+$452K	0.02%	760
2023 Q4	$1.17M	Sell	24,264 -124	-0.5%	-$5.88K	0.01%	883
2023 Q3	$1.15M	Sell	24,388 -6,071	-20%	-$289K	0.01%	865
2023 Q2	$1.45M	Buy	30,459 +4,060	+15%	+$195K	0.02%	793
2023 Q1	$1.26M	Buy	+26,399	New	+$1.26M	0.02%	782
2021 Q4	–	Sell	-8,094	Closed	-$409K	–	1404
2021 Q3	$409K	Hold	8,094	–	–	0.01%	1041
2021 Q2	$412K	Hold	8,094	–	–	0.01%	1095
2021 Q1	$413K	Hold	8,094	–	–	0.01%	955
2020 Q4	$417K	Hold	8,094	–	–	0.01%	874
2020 Q3	$418K	Hold	8,094	–	–	0.01%	940
2020 Q2	$418K	Buy	+8,094	New	+$418K	0.02%	261
2019 Q3	–	Sell	-1,036	Closed	-$54K	–	870
2019 Q2	$54K	Buy	1,036 +678	+189%	+$34.9K	﹤0.01%	590
2019 Q1	$18K	Buy	+358	New	+$18.3K	﹤0.01%	564

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

Brinker Capital Investments's LMBS Position: Q2 2026 in Review

Brinker Capital Investments increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 8.9% in Q2 2026, buying an estimated $87.8K and bringing the position to 21,511 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1121.

Brinker Capital Investments first reported a position in LMBS in Q1 2019 and has held it in 22 quarters since. The position peaked at $2.36M in Q3 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Brinker Capital Investments held 21,511 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.07M as of Q2 2026.
Brinker Capital Investments bought 1,760 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $87.8K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1121 holding.
Brinker Capital Investments 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 22 quarters since.
Brinker Capital Investments's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.36M in Q3 2025.
457 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 Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.