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

Caitlin John’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	$2.04K	Hold	41	–	–	﹤0.01%	773
2026 Q1	$2.04K	Hold	41	–	–	﹤0.01%	712
2025 Q4	$2.05K	Hold	41	–	–	﹤0.01%	725
2025 Q3	$2.04K	Buy	+41	New	+$2.03K	﹤0.01%	689
2025 Q1	–	Sell	-41	Closed	-$2K	–	503
2024 Q4	$2K	Hold	41	–	–	﹤0.01%	666
2024 Q3	$2K	Hold	41	–	–	﹤0.01%	660
2024 Q2	$1.97K	Hold	41	–	–	﹤0.01%	656
2024 Q1	$1.98K	Hold	41	–	–	﹤0.01%	679
2023 Q4	$1.98K	Buy	+41	New	+$1.94K	﹤0.01%	685

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

Caitlin John's LMBS Position: Q2 2026 in Review

Caitlin John held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 41 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Caitlin John first reported a position in LMBS in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.05K in Q4 2025. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Caitlin John held 41 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.04K as of Q2 2026.
Caitlin John left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #773 holding.
Caitlin John first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2023 and has held it in 9 quarters since.
Caitlin John's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.05K in Q4 2025.
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 Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.