Capital CS Group
LMBS icon

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
Q3 		$889K Sell
18,351
-1,267
-6% -$62.6K 0.66% 25
2026
Q2 		$977K Buy
19,618
+9,365
+91% +$467K 0.77% 26
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Capital CS Group's LMBS Position: Q3 2026 in Review

Capital CS Group reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 6.5% in Q3 2026, selling an estimated $62.6K and leaving 18,351 shares worth $889K. The position accounts for 0.66% of the portfolio, ranked #25.

Capital CS Group first reported a position in LMBS in Q4 2023 and has held it in 12 quarters since. The position peaked at $977K in Q2 2026. 367 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • Capital CS Group held 18,351 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $889K as of Q3 2026.
  • Capital CS Group sold 1,267 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $62.6K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.66% of Capital CS Group's portfolio in Q3 2026, its #25 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 12 quarters since.
  • Capital CS Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $977K in Q2 2026.
  • 367 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on Capital CS Group's 13F filing for Q3 2026, filed 29 Oct 2026.