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

Capital CS Group’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	$511K	Buy	10,253 +30	+0.3%	+$1.5K	1.05%	16
2025 Q4	$511K	Sell	10,223 -166	-2%	-$8.3K	0.79%	22
2025 Q3	$517K	Buy	10,389 +1,345	+15%	+$66.6K	0.82%	29
2025 Q2	$446K	Sell	9,044 -465	-5%	-$22.8K	0.72%	25
2025 Q1	$467K	Buy	9,509 +1,424	+18%	+$69.6K	0.75%	19
2024 Q4	$393K	Buy	8,085 +469	+6%	+$22.9K	0.52%	29
2024 Q3	$376K	Sell	7,616 -518	-6%	-$25.4K	0.44%	38
2024 Q2	$391K	Buy	8,134 +99	+1%	+$4.75K	0.44%	38
2024 Q1	$388K	Sell	8,035 -1,530	-16%	-$73.8K	0.37%	41
2023 Q4	$462K	Buy	+9,565	New	+$453K	0.5%	27

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital CS Group's LMBS Position: Q1 2026 in Review

Capital CS Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.29% in Q1 2026, buying an estimated $1.5K and bringing the position to 10,253 shares worth $511K. The position accounts for 1.05% of the portfolio, ranked #16.

Capital CS Group first reported a position in LMBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $517K in Q3 2025. 442 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Capital CS Group held 10,253 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $511K as of Q1 2026.
Capital CS Group bought 30 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $1.5K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.05% of Capital CS Group's portfolio in Q1 2026, its #16 holding.
Capital CS Group 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 10 quarters since.
Capital CS Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $517K in Q3 2025.
442 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 CS Group's 13F filing for Q1 2026, filed 13 May 2026.