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

Clearwater Capital 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 Q2	$47.4M	Buy	952,240 +43,110	+5%	+$2.15M	3.47%	9
2026 Q1	$45.3M	Buy	909,130 +56,513	+7%	+$2.83M	3.65%	8
2025 Q4	$42.6M	Buy	852,617 +45,664	+6%	+$2.28M	3.55%	8
2025 Q3	$40.2M	Buy	806,953 +51,460	+7%	+$2.55M	3.42%	9
2025 Q2	$37.2M	Buy	755,493 +9,482	+1%	+$464K	3.4%	9
2025 Q1	$36.7M	Buy	746,011 +22,032	+3%	+$1.08M	3.54%	9
2024 Q4	$35.2M	Buy	723,979 +68,712	+10%	+$3.36M	3.45%	9
2024 Q3	$32.4M	Buy	+655,267	New	+$32.1M	3.15%	9
2020 Q2	–	Sell	-5,950	Closed	-$303K	–	142
2020 Q1	$303K	Sell	5,950 -3,390	-36%	-$176K	0.07%	122
2019 Q4	$484K	Sell	9,340 -4,900	-34%	-$254K	0.08%	126
2019 Q3	$740K	Sell	14,240 -1,050	-7%	-$54.5K	0.13%	118
2019 Q2	$790K	Buy	15,290 +1,000	+7%	+$51.4K	0.14%	119
2019 Q1	$733K	Buy	+14,290	New	+$731K	0.14%	126

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

Clearwater Capital Advisors's LMBS Position: Q2 2026 in Review

Clearwater Capital Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4.7% in Q2 2026, buying an estimated $2.15M and bringing the position to 952,240 shares worth $47.4M. The position accounts for 3.47% of the portfolio, ranked #9.

Clearwater Capital Advisors first reported a position in LMBS in Q1 2019 and has held it in 13 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Clearwater Capital Advisors held 952,240 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $47.4M as of Q2 2026.
Clearwater Capital Advisors bought 43,110 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $2.15M.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 3.47% of Clearwater Capital Advisors's portfolio in Q2 2026, its #9 holding.
Clearwater Capital 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 13 quarters since.
456 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 Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.