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

Claris 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 Q1	$3.71M	Buy	74,544 +5,125	+7%	+$257K	2.03%	10
2025 Q4	$3.47M	Buy	69,419 +56,783	+449%	+$2.84M	1.85%	10
2025 Q3	$2.87M	Sell	12,636 -28,045	-69%	-$1.39M	1.63%	11
2025 Q2	$2M	Sell	40,681 -15,892	-28%	-$778K	1.51%	16
2025 Q1	$2.75M	Hold	56,573	–	–	1.81%	10
2024 Q4	$2.75M	Buy	+56,573	New	+$2.76M	1.81%	10

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Claris Financial's LMBS Position: Q1 2026 in Review

Claris Financial increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 7.4% in Q1 2026, buying an estimated $257K and bringing the position to 74,544 shares worth $3.71M. The position accounts for 2.03% of the portfolio, ranked #10.

Claris Financial first reported a position in LMBS in Q4 2024 and has held it in 6 quarters since. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Claris Financial held 74,544 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.71M as of Q1 2026.
Claris Financial bought 5,125 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $257K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 2.03% of Claris Financial's portfolio in Q1 2026, its #10 holding.
Claris Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 6 quarters since.
440 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.