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

Claro Advisors’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	$397K	Sell	7,963 -1,115	-12%	-$55.9K	0.05%	293
2025 Q4	$454K	Buy	9,078 +1,600	+21%	+$80K	0.06%	244
2025 Q3	$372K	Buy	7,478 +69	+0.9%	+$3.42K	0.05%	271
2025 Q2	$365K	Sell	7,409 -634	-8%	-$31K	0.06%	255
2025 Q1	$395K	Sell	8,043 -818	-9%	-$40K	0.05%	319
2024 Q4	$431K	Buy	8,861 +249	+3%	+$12.2K	0.06%	274
2024 Q3	$426K	Sell	8,612 -43	-0.5%	-$2.1K	0.06%	295
2024 Q2	$416K	Sell	8,655 -288	-3%	-$13.8K	0.06%	258
2024 Q1	$432K	Sell	8,943 -120	-1%	-$5.79K	0.07%	259
2023 Q4	$438K	Buy	9,063 +106	+1%	+$5.03K	0.09%	235
2023 Q3	$423K	Sell	8,957 -559	-6%	-$26.6K	0.11%	219
2023 Q2	$454K	Buy	9,516 +813	+9%	+$39K	0.11%	206
2023 Q1	$417K	Sell	8,703 -547	-6%	-$26.2K	0.12%	206
2022 Q4	$439K	Sell	9,250 -9,562	-51%	-$452K	0.14%	178
2022 Q3	$909K	Hold	18,812	–	–	0.36%	65
2022 Q2	$909K	Sell	18,812 -2,479	-12%	-$120K	0.36%	65
2022 Q1	$1.06M	Hold	21,291	–	–	0.38%	66
2021 Q4	$1.06M	Sell	21,291 -39,100	-65%	-$1.97M	0.38%	66
2021 Q3	$3.06M	Sell	60,391 -37,627	-38%	-$1.91M	1.28%	12
2021 Q2	$4.99M	Sell	98,018 -25,412	-21%	-$1.3M	2.25%	6
2021 Q1	$6.3M	Buy	123,430 +14,187	+13%	+$729K	3.19%	5
2020 Q4	$5.62M	Sell	109,243 -5,853	-5%	-$302K	2.99%	5
2020 Q3	$5.95M	Buy	115,096 +17,989	+19%	+$931K	3.77%	4
2020 Q2	$5.02M	Buy	97,107 +32,593	+51%	+$1.68M	3.45%	5
2020 Q1	$3.29M	Buy	64,514 +22,919	+55%	+$1.19M	3.07%	6
2019 Q4	$2.15M	Buy	41,595 +19,674	+90%	+$1.02M	1.66%	11
2019 Q3	$1.14M	Sell	21,921 -472	-2%	-$24.5K	1.01%	24
2019 Q2	$1.16M	Sell	22,393 -61	-0.3%	-$3.14K	1.07%	21
2019 Q1	$1.15M	Buy	+22,454	New	+$1.15M	1.14%	20

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

Claro Advisors's LMBS Position: Q1 2026 in Review

Claro Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 12% in Q1 2026, selling an estimated $55.9K and leaving 7,963 shares worth $397K. The position accounts for 0.05% of the portfolio, ranked #293.

Claro Advisors first reported a position in LMBS in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.3M in Q1 2021. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Claro Advisors held 7,963 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $397K as of Q1 2026.
Claro Advisors sold 1,115 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $55.9K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Claro Advisors's portfolio in Q1 2026, its #293 holding.
Claro Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and has held it in 29 quarters since.
Claro Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $6.3M in Q1 2021.
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 Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.