Coppell Advisory Solutions’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Coppell Advisory Solutions’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	–	Sell	-90,743	Closed	-$4.54M	–	216
2025 Q4	$4.54M	Sell	90,743 -720	-0.8%	-$36K	0.45%	40
2025 Q3	$4.55M	Buy	91,463 +30,898	+51%	+$1.53M	0.48%	39
2025 Q2	$2.98M	Buy	60,565 +18,492	+44%	+$905K	0.35%	53
2025 Q1	$2.06M	Buy	42,073 +10,370	+33%	+$507K	0.29%	73
2024 Q4	$1.54M	Buy	31,703 +11,157	+54%	+$545K	0.22%	97
2024 Q3	$1.01M	Buy	20,546 +3,058	+17%	+$150K	0.15%	121
2024 Q2	$840K	Buy	+17,488	New	+$839K	0.14%	121
2023 Q4	$755K	Sell	15,629 -7,026	-31%	-$333K	0.15%	128
2023 Q3	$1.07M	Buy	22,655 +7,553	+50%	+$359K	0.37%	66
2023 Q2	$722K	Buy	15,102 +53	+0.4%	+$2.54K	0.2%	103
2023 Q1	$719K	Sell	15,049 -7,606	-34%	-$364K	0.24%	106
2022 Q4	$1.07M	Buy	+22,655	New	+$1.07M	0.36%	70
2020 Q4	$1.7M	Buy	+33,028	New	+$1.7M	0.86%	30

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

Coppell Advisory Solutions's LMBS Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026, closing a stake of 90,743 shares — an estimated $4.54M sold.

Coppell Advisory Solutions first reported a position in LMBS in Q4 2020 and held it in 13 quarters. The position peaked at $4.55M in Q3 2025. 441 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Coppell Advisory Solutions reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 90,743 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $4.54M.
Coppell Advisory Solutions first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and held it in 13 quarters.
Coppell Advisory Solutions's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.55M in Q3 2025.
441 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 Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.