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Calton & Associates’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Calton & Associates’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 		$892K Buy
17,912
+553
+3% +$27.6K 0.13% 141
2026
Q1 		$865K Sell
17,359
-530
-3% -$26.6K 0.12% 153
2025
Q4 		$894K Buy
17,889
+1,951
+12% +$97.5K 0.13% 150
2025
Q3 		$794K Buy
15,938
+8,334
+110% +$413K 0.12% 164
2025
Q2 		$375K Buy
+7,604
New +$372K 0.06% 251
2022
Q1 		– Sell
-4,105
Closed -$205K – 386
2021
Q4 		$205K Sell
4,105
-4,440
-52% -$223K 0.05% 346
2021
Q3 		$432K Sell
8,545
-580
-6% -$29.4K 0.09% 217
2021
Q2 		$465K Sell
9,125
-305
-3% -$15.6K 0.09% 204
2021
Q1 		$481K Sell
9,430
-158
-2% -$8.12K 0.09% 187
2020
Q4 		$493K Buy
9,588
+1,760
+22% +$90.8K 0.09% 185
2020
Q3 		$405K Hold
7,828
– – 0.08% 182
2020
Q2 		$405K Buy
7,828
+691
+10% +$35.7K 0.09% 175
2020
Q1 		$364K Buy
+7,137
New +$371K 0.09% 181

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Calton & Associates's LMBS Position: Q2 2026 in Review

Calton & Associates increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.2% in Q2 2026, buying an estimated $27.6K and bringing the position to 17,912 shares worth $892K. The position accounts for 0.13% of the portfolio, ranked #141.

Calton & Associates first reported a position in LMBS in Q1 2020 and has held it in 13 quarters since. The position peaked at $894K in Q4 2025. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Calton & Associates held 17,912 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $892K as of Q2 2026.
  • Calton & Associates bought 553 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $27.6K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.13% of Calton & Associates's portfolio in Q2 2026, its #141 holding.
  • Calton & Associates first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and has held it in 13 quarters since.
  • Calton & Associates's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $894K in Q4 2025.
  • 453 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 Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.