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

Capital Analysts LLC’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
-125
Closed -$6K – 1570
2025
Q4 		$6K Hold
125
– – ﹤0.01% 1322
2025
Q3 		$6K Buy
125
+9
+8% +$445 ﹤0.01% 1279
2025
Q2 		$6K Buy
116
+1
+0.9% +$49 ﹤0.01% 1224
2025
Q1 		$6K Buy
+115
New +$5.62K ﹤0.01% 1198
2024
Q3 		– Sell
-40,441
Closed -$1.94M – 1339
2024
Q2 		$1.94M Buy
40,441
+646
+2% +$31K 0.09% 175
2024
Q1 		$1.92M Buy
39,795
+788
+2% +$38K 0.09% 170
2023
Q4 		$1.89M Buy
39,007
+683
+2% +$32.4K 0.09% 167
2023
Q3 		$1.81M Buy
38,324
+14,988
+64% +$713K 0.1% 162
2023
Q2 		$1.11M Sell
23,336
-202
-0.9% -$9.68K 0.06% 209
2023
Q1 		$1.13M Buy
23,538
+625
+3% +$29.9K 0.06% 207
2022
Q4 		$1.09M Buy
22,913
+938
+4% +$44.3K 0.07% 206
2022
Q3 		$1.04M Sell
21,975
-387
-2% -$18.7K 0.07% 202
2022
Q2 		$1.08M Sell
22,362
-579
-3% -$28.1K 0.08% 199
2022
Q1 		$1.12M Sell
22,941
-32,694
-59% -$1.62M 0.07% 208
2021
Q4 		$2.78M Sell
55,635
-3,548
-6% -$178K 0.17% 123
2021
Q3 		$2.99M Sell
59,183
-1,812
-3% -$92K 0.2% 102
2021
Q2 		$3.1M Buy
60,995
+51,398
+536% +$2.62M 0.21% 102
2021
Q1 		$490K Sell
9,597
-26,080
-73% -$1.34M 0.03% 251
2020
Q4 		$1.84M Buy
35,677
+4,082
+13% +$211K 0.16% 106
2020
Q3 		$1.63M Buy
31,595
+1,191
+4% +$61.6K 0.16% 115
2020
Q2 		$1.57M Buy
30,404
+420
+1% +$21.7K 0.17% 113
2020
Q1 		$1.53M Sell
29,984
-9,408
-24% -$488K 0.19% 98
2019
Q4 		$2.04M Buy
39,392
+3,071
+8% +$159K 0.2% 94
2019
Q3 		$1.89M Buy
36,321
+3,328
+10% +$173K 0.2% 95
2019
Q2 		$1.71M Buy
32,993
+14,847
+82% +$764K 0.19% 103
2019
Q1 		$930K Buy
18,146
+16,797
+1,245% +$859K 0.11% 155
2018
Q4 		$69K Buy
+1,349
New +$68.7K 0.01% 269

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital Analysts LLC's LMBS Position: Q1 2026 in Review

Capital Analysts LLC sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026, closing a stake of 125 shares — an estimated $6K sold.

Capital Analysts LLC first reported a position in LMBS in Q4 2018 and held it in 27 quarters. The position peaked at $3.1M in Q2 2021. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Capital Analysts LLC 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.
  • Capital Analysts LLC sold 125 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $6K.
  • Capital Analysts LLC first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and held it in 27 quarters.
  • Capital Analysts LLC's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.1M in Q2 2021.
  • 440 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 Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.