Clifford Swan Investment Counsel’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Clifford Swan Investment Counsel’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	$14.5M	Sell	291,821 -11,332	-4%	-$568K	0.49%	59
2025 Q4	$15.2M	Sell	303,153 -23,616	-7%	-$1.18M	0.5%	60
2025 Q3	$16.3M	Buy	326,769 +20,642	+7%	+$1.02M	0.54%	54
2025 Q2	$15.1M	Sell	306,127 -2,792	-0.9%	-$137K	0.53%	55
2025 Q1	$15.2M	Sell	308,919 -7,735	-2%	-$378K	0.56%	55
2024 Q4	$15.4M	Sell	316,654 -7,128	-2%	-$348K	0.55%	58
2024 Q3	$16M	Buy	323,782 +90,723	+39%	+$4.44M	0.57%	58
2024 Q2	$11.2M	Sell	233,059 -23,250	-9%	-$1.12M	0.42%	72
2024 Q1	$12.4M	Buy	256,309 +13,290	+5%	+$641K	0.46%	68
2023 Q4	$11.7M	Sell	243,019 -53,120	-18%	-$2.52M	0.46%	70
2023 Q3	$14M	Sell	296,139 -26,259	-8%	-$1.25M	0.59%	55
2023 Q2	$15.4M	Sell	322,398 -10,667	-3%	-$511K	0.62%	52
2023 Q1	$15.9M	Sell	333,065 -18,190	-5%	-$871K	0.67%	51
2022 Q4	$16.7M	Sell	351,255 -96,400	-22%	-$4.56M	0.72%	44
2022 Q3	$21.2M	Sell	447,655 -92,273	-17%	-$4.45M	1%	26
2022 Q2	$26.1M	Sell	539,928 -32,185	-6%	-$1.56M	1.13%	20
2022 Q1	$28M	Sell	572,113 -53,962	-9%	-$2.67M	1.04%	29
2021 Q4	$31.3M	Sell	626,075 -13,895	-2%	-$699K	1.1%	26
2021 Q3	$32.3M	Buy	639,970 +3,146	+0.5%	+$160K	1.18%	22
2021 Q2	$32.4M	Buy	636,824 +33,597	+6%	+$1.72M	1.23%	22
2021 Q1	$30.8M	Buy	603,227 +36,221	+6%	+$1.86M	1.27%	22
2020 Q4	$29.2M	Buy	567,006 +138,936	+32%	+$7.16M	1.27%	20
2020 Q3	$22.1M	Buy	428,070 +57,475	+16%	+$2.97M	1.06%	29
2020 Q2	$19.2M	Buy	370,595 +78,451	+27%	+$4.05M	0.99%	33
2020 Q1	$14.9M	Buy	292,144 +40,607	+16%	+$2.11M	0.9%	36
2019 Q4	$13M	Buy	251,537 +81,581	+48%	+$4.23M	0.63%	53
2019 Q3	$8.84M	Buy	169,956 +26,841	+19%	+$1.39M	0.46%	70
2019 Q2	$7.4M	Buy	143,115 +46,839	+49%	+$2.41M	0.39%	82
2019 Q1	$4.94M	Buy	96,276 +51,419	+115%	+$2.63M	0.26%	95
2018 Q4	$2.29M	Buy	44,857 +14,112	+46%	+$719K	0.14%	115
2018 Q3	$1.57M	Buy	30,745 +21,428	+230%	+$1.1M	0.08%	136
2018 Q2	$477K	Buy	+9,317	New	+$477K	0.03%	210

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 $103B AUM 28.65% 1-Year Est. Return

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

Clifford Swan Investment Counsel's LMBS Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.7% in Q1 2026, selling an estimated $568K and leaving 291,821 shares worth $14.5M. The position accounts for 0.49% of the portfolio, ranked #59.

Clifford Swan Investment Counsel first reported a position in LMBS in Q2 2018 and has held it in 32 quarters since. The position peaked at $32.4M in Q2 2021. 442 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Clifford Swan Investment Counsel held 291,821 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $14.5M as of Q1 2026.
Clifford Swan Investment Counsel sold 11,332 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $568K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.49% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #59 holding.
Clifford Swan Investment Counsel first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2018 and has held it in 32 quarters since.
Clifford Swan Investment Counsel's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $32.4M in Q2 2021.
442 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 Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.