Carter Financial’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Carter Financial's LMBS Position: Q2 2026 in Review
Carter Financial increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 14% in Q2 2026, buying an estimated $1.65M and bringing the position to 271,854 shares worth $13.5M. The position accounts for 10.15% of the portfolio, ranked #4.
Carter Financial first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. 449 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Carter Financial held 271,854 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $13.5M as of Q2 2026.
- Carter Financial bought 33,017 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $1.65M.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 10.15% of Carter Financial's portfolio in Q2 2026, its #4 holding.
- Carter 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.
- 449 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 Carter Financial's 13F filing for Q2 2026, filed 13 Aug 2026.