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

Carlson Financial’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	$1.63M	Sell	32,821 -545	-2%	-$27.2K	0.83%	28
2026 Q1	$1.66M	Sell	33,366 -397	-1%	-$19.9K	0.98%	23
2025 Q4	$1.69M	Buy	+33,763	New	+$1.69M	0.98%	22

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 $103B AUM 28.65% 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

Carlson Financial's LMBS Position: Q2 2026 in Review

Carlson Financial reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.6% in Q2 2026, selling an estimated $27.2K and leaving 32,821 shares worth $1.63M. The position accounts for 0.83% of the portfolio, ranked #28.

Carlson Financial first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.69M in Q4 2025. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Carlson Financial held 32,821 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $1.63M as of Q2 2026.
Carlson Financial sold 545 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $27.2K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.83% of Carlson Financial's portfolio in Q2 2026, its #28 holding.
Carlson Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
Carlson Financial's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.69M in Q4 2025.
453 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 Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.