Capital Investment Advisory Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Capital Investment Advisory Services’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	$2.43M	Buy	48,784 +379	+0.8%	+$18.9K	0.15%	161
2026 Q1	$2.41M	Buy	48,405 +37,827	+358%	+$1.9M	0.18%	127
2025 Q4	$529K	Buy	10,578 +7,215	+215%	+$361K	0.04%	376
2025 Q3	$167K	Sell	3,363 -2,744	-45%	-$136K	0.01%	607
2025 Q2	$301K	Buy	6,107 +5	+0.1%	+$245	0.02%	454
2025 Q1	$300K	Sell	6,102 -2,682	-31%	-$131K	0.03%	435
2024 Q4	$427K	Buy	8,784 +515	+6%	+$25.2K	0.04%	317
2024 Q3	$409K	Sell	8,269 -54	-0.6%	-$2.64K	0.04%	335
2024 Q2	$400K	Sell	8,323 -1,371	-14%	-$65.8K	0.04%	330
2024 Q1	$468K	Sell	9,694 -45	-0.5%	-$2.17K	0.05%	307
2023 Q4	$471K	Sell	9,739 -4,112	-30%	-$195K	0.04%	307
2023 Q3	$654K	Sell	13,851 -13	-0.1%	-$618	0.06%	229
2023 Q2	$661K	Sell	13,864 -649	-4%	-$31.1K	0.07%	232
2023 Q1	$695K	Buy	14,513 +2,515	+21%	+$120K	0.08%	210
2022 Q4	$569K	Sell	11,998 -4,226	-26%	-$200K	0.07%	245
2022 Q3	$768K	Sell	16,224 -9,948	-38%	-$480K	0.1%	178
2022 Q2	$1.26M	Sell	26,172 -405	-2%	-$19.7K	0.15%	134
2022 Q1	$1.3M	Buy	26,577 +1,963	+8%	+$97.2K	0.14%	137
2021 Q4	$1.23M	Sell	24,614 -6,904	-22%	-$347K	0.15%	143
2021 Q3	$1.59M	Sell	31,518 -4,428	-12%	-$225K	0.2%	106
2021 Q2	$1.83M	Sell	35,946 -715	-2%	-$36.5K	0.23%	88
2021 Q1	$1.87M	Buy	36,661 +1,670	+5%	+$85.8K	0.26%	86
2020 Q4	$1.8M	Buy	34,991 +3,139	+10%	+$162K	0.27%	86
2020 Q3	$1.65M	Buy	31,852 +2,270	+8%	+$117K	0.31%	79
2020 Q2	$1.53M	Sell	29,582 -67	-0.2%	-$3.46K	0.31%	76
2020 Q1	$1.51M	Buy	29,649 +3,032	+11%	+$157K	0.37%	60
2019 Q4	$1.38M	Buy	26,617 +3,299	+14%	+$171K	0.37%	59
2019 Q3	$1.21M	Buy	23,318 +3,623	+18%	+$188K	0.34%	59
2019 Q2	$1.02M	Buy	19,695 +4,184	+27%	+$215K	0.31%	68
2019 Q1	$795K	Sell	15,511 -540	-3%	-$27.6K	0.3%	65
2018 Q4	$819K	Buy	+16,051	New	+$817K	0.35%	55

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

Capital Investment Advisory Services's LMBS Position: Q2 2026 in Review

Capital Investment Advisory Services increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.78% in Q2 2026, buying an estimated $18.9K and bringing the position to 48,784 shares worth $2.43M. The position accounts for 0.15% of the portfolio, ranked #161.

Capital Investment Advisory Services first reported a position in LMBS in Q4 2018 and has held it in 31 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Capital Investment Advisory Services held 48,784 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.43M as of Q2 2026.
Capital Investment Advisory Services bought 379 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $18.9K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.15% of Capital Investment Advisory Services's portfolio in Q2 2026, its #161 holding.
Capital Investment Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and has held it in 31 quarters since.
457 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 Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.