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

Condor Capital Management’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 		$3.12M Buy
62,696
+10,439
+20% +$523K 0.26% 77
2025
Q4 		$2.61M Buy
52,257
+1,361
+3% +$68K 0.21% 91
2025
Q3 		$2.53M Buy
50,896
+228
+0.4% +$11.3K 0.21% 92
2025
Q2 		$2.5M Sell
50,668
-72
-0.1% -$3.52K 0.22% 92
2025
Q1 		$2.49M Sell
50,740
-274,272
-84% -$13.4M 0.23% 90
2024
Q4 		$15.8M Buy
325,012
+11,995
+4% +$586K 1.39% 21
2024
Q3 		$15.5M Buy
313,017
+14,230
+5% +$697K 1.39% 21
2024
Q2 		$14.4M Buy
298,787
+16,048
+6% +$770K 1.37% 21
2024
Q1 		$13.6M Buy
282,739
+50,675
+22% +$2.44M 1.33% 21
2023
Q4 		$11.2M Sell
232,064
-44,069
-16% -$2.09M 1.2% 22
2023
Q3 		$13M Sell
276,133
-2,510
-0.9% -$119K 1.6% 16
2023
Q2 		$13.3M Buy
278,643
+2,321
+0.8% +$111K 1.59% 16
2023
Q1 		$13.2M Buy
276,322
+7,112
+3% +$340K 1.66% 15
2022
Q4 		$12.8M Sell
269,210
-1,090
-0.4% -$51.5K 1.59% 15
2022
Q3 		$12.8M Sell
270,300
-2,486
-0.9% -$120K 1.67% 14
2022
Q2 		$13.2M Sell
272,786
-4,898
-2% -$238K 1.71% 13
2022
Q1 		$13.6M Buy
277,684
+1,238
+0.4% +$61.3K 1.52% 14
2021
Q4 		$13.8M Buy
276,446
+8,585
+3% +$432K 1.48% 16
2021
Q3 		$13.5M Buy
267,861
+9,649
+4% +$490K 1.44% 14
2021
Q2 		$13.1M Buy
258,212
+8,286
+3% +$423K 1.45% 15
2021
Q1 		$12.8M Buy
249,926
+5,137
+2% +$264K 1.51% 15
2020
Q4 		$12.6M Buy
244,789
+9,820
+4% +$506K 1.59% 14
2020
Q3 		$12.1M Buy
234,969
+6,723
+3% +$348K 1.77% 13
2020
Q2 		$11.8M Sell
228,246
-1,343
-0.6% -$69.3K 1.82% 13
2020
Q1 		$11.7M Buy
229,589
+45,067
+24% +$2.34M 2.16% 12
2019
Q4 		$9.56M Sell
184,522
-1,801
-1% -$93.5K 1.4% 17
2019
Q3 		$9.69M Buy
186,323
+70
+0% +$3.63K 1.51% 16
2019
Q2 		$9.63M Buy
186,253
+7,437
+4% +$383K 1.5% 16
2019
Q1 		$9.17M Buy
178,816
+2,944
+2% +$151K 1.49% 17
2018
Q4 		$8.98M Buy
+175,872
New +$8.96M 1.64% 14

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Condor Capital Management's LMBS Position: Q1 2026 in Review

Condor Capital Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 20% in Q1 2026, buying an estimated $523K and bringing the position to 62,696 shares worth $3.12M. The position accounts for 0.26% of the portfolio, ranked #77.

Condor Capital Management first reported a position in LMBS in Q4 2018 and has held it in 30 quarters since. The position peaked at $15.8M in Q4 2024. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Condor Capital Management held 62,696 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.12M as of Q1 2026.
  • Condor Capital Management bought 10,439 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $523K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.26% of Condor Capital Management's portfolio in Q1 2026, its #77 holding.
  • Condor Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and has held it in 30 quarters since.
  • Condor Capital Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $15.8M in Q4 2024.
  • 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 Condor Capital Management's 13F filing for Q1 2026, filed 11 May 2026.