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

Chris Bulman’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	$2.09M	Buy	41,899 +3,343	+9%	+$167K	0.76%	31
2026 Q1	$1.92M	Buy	38,556 +2,407	+7%	+$121K	0.84%	33
2025 Q4	$1.81M	Buy	36,149 +6,745	+23%	+$337K	0.8%	31
2025 Q3	$1.46M	Buy	29,404 +10,997	+60%	+$544K	0.73%	35
2025 Q2	$907K	Buy	18,407 +838	+5%	+$41K	0.52%	48
2025 Q1	$864K	Buy	17,569 +5,538	+46%	+$271K	0.55%	51
2024 Q4	$586K	Buy	12,031 +3,628	+43%	+$177K	0.37%	58
2024 Q3	$415K	Buy	8,403 +7,510	+841%	+$368K	0.28%	66
2024 Q2	$42.9K	Buy	+893	New	+$42.9K	0.03%	222

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 $104B AUM 28.3% 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

Chris Bulman's LMBS Position: Q2 2026 in Review

Chris Bulman increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 8.7% in Q2 2026, buying an estimated $167K and bringing the position to 41,899 shares worth $2.09M. The position accounts for 0.76% of the portfolio, ranked #31.

Chris Bulman first reported a position in LMBS in Q2 2024 and has held it in 9 quarters since. 455 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Chris Bulman held 41,899 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $2.09M as of Q2 2026.
Chris Bulman bought 3,343 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $167K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.76% of Chris Bulman's portfolio in Q2 2026, its #31 holding.
Chris Bulman first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and has held it in 9 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 Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.