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 Q2	$73.8K	Buy	+98,408	New	+$4.91M	0.01%	453
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 $1.89T 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

Coppell Advisory Solutions's LMBS Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 98,408 shares worth $73.8K. The stake represents 0.01% of the portfolio and ranks #453 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in LMBS as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in LMBS in Q4 2020 and has held it in 14 quarters since. The position peaked at $4.55M in Q3 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Coppell Advisory Solutions held 98,408 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $73.8K as of Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Coppell Advisory Solutions position in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #453 holding.
Coppell Advisory Solutions first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2020 and has held it in 14 quarters since.
Coppell Advisory Solutions's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.55M in Q3 2025.
457 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 Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.