CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

CAPTRUST Financial Advisors’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 		$2.5M Sell
50,091
-65,492
-57% -$3.28M ﹤0.01% 1104
2025
Q4 		$5.78M Buy
115,583
+8,151
+8% +$407K 0.01% 626
2025
Q3 		$5.35M Buy
107,432
+6,513
+6% +$322K 0.01% 620
2025
Q2 		$4.97M Buy
100,919
+7,617
+8% +$373K 0.01% 627
2025
Q1 		$4.59M Buy
+93,302
New +$4.56M 0.01% 616
2022
Q3 		– Sell
-819
Closed -$40K – 3172
2022
Q2 		$40K Sell
819
-317
-28% -$15.4K ﹤0.01% 2925
2022
Q1 		$56K Sell
1,136
-724
-39% -$35.9K ﹤0.01% 2704
2021
Q4 		$93K Hold
1,860
– – ﹤0.01% 2218
2021
Q3 		$94K Sell
1,860
-3,599
-66% -$183K ﹤0.01% 2129
2021
Q2 		$278K Sell
5,459
-3,137
-36% -$160K ﹤0.01% 1319
2021
Q1 		$439K Buy
8,596
+7,611
+773% +$391K ﹤0.01% 1012
2020
Q4 		$51K Hold
985
– – ﹤0.01% 1821
2020
Q3 		$51K Sell
985
-207
-17% -$10.7K ﹤0.01% 1619
2020
Q2 		$62K Buy
+1,192
New +$61.5K ﹤0.01% 1539
2018
Q4 		– Sell
-300
Closed -$15K – 1634
2018
Q3 		$15K Buy
+300
New +$15.3K ﹤0.01% 1104

Other funds holding LMBS

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $528B 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