Carrera Capital Advisors’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Carrera Capital Advisors's LMBS Position: Q2 2026 in Review
Carrera Capital Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 5.6% in Q2 2026, buying an estimated $994K and bringing the position to 373,946 shares worth $18.6M. The position accounts for 2.76% of the portfolio, ranked #6.
Carrera Capital Advisors first reported a position in LMBS in Q3 2025 and has held it in 4 quarters since. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Carrera Capital Advisors held 373,946 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $18.6M as of Q2 2026.
- Carrera Capital Advisors bought 19,927 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $994K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.76% of Carrera Capital Advisors's portfolio in Q2 2026, its #6 holding.
- Carrera Capital Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
- 455 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 Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.