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

Camelot Portfolios’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	–	Sell	-154	Closed	-$7.7K	–	381
2025 Q4	$7.7K	Buy	+154	New	+$7.7K	﹤0.01%	444
2022 Q3	–	Sell	-6,406	Closed	-$309K	–	189
2022 Q2	$309K	Buy	+6,406	New	+$311K	0.19%	150
2021 Q3	–	Sell	-7,541	Closed	-$384K	–	239
2021 Q2	$384K	Sell	7,541 -9,010	-54%	-$460K	0.15%	168
2021 Q1	$845K	Buy	16,551 +2,335	+16%	+$120K	0.35%	89
2020 Q4	$732K	Sell	14,216 -22,436	-61%	-$1.16M	0.38%	75
2020 Q3	$1.89M	Buy	36,652 +15,997	+77%	+$828K	1.18%	21
2020 Q2	$1.07M	Sell	20,655 -83,678	-80%	-$4.32M	0.69%	44
2020 Q1	$5.32M	Buy	104,333 +38,838	+59%	+$2.02M	2.96%	3
2019 Q4	$3.39M	Sell	65,495 -1,738	-3%	-$90.2K	1.43%	14
2019 Q3	$3.5M	Buy	+67,233	New	+$3.49M	1.65%	10

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Camelot Portfolios's LMBS Position: Q1 2026 in Review

Camelot Portfolios sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026, closing a stake of 154 shares — an estimated $7.7K sold.

Camelot Portfolios first reported a position in LMBS in Q3 2019 and held it in 10 quarters. The position peaked at $5.32M in Q1 2020. 444 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Camelot Portfolios reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2026 after selling out during the quarter.
Camelot Portfolios sold 154 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $7.7K.
Camelot Portfolios first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2019 and held it in 10 quarters.
Camelot Portfolios's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $5.32M in Q1 2020.
444 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 Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.