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

Capital Square’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 		$222K Buy
+4,576
New +$226K 0.1% 219

Other funds holding LMBS

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
TL Private Wealth
TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Fairvoy Private Wealth
Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return

Capital Square's LMBS Position: Q3 2026 in Review

Capital Square opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2026: 4,576 shares worth $222K. The stake represents 0.1% of the portfolio and ranks #219 among its holdings.

106 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • Capital Square held 4,576 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $222K as of Q3 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Capital Square position in Q3 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.1% of Capital Square's portfolio in Q3 2026, its #219 holding.
  • 106 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 Square's 13F filing for Q3 2026, filed 19 Oct 2026.