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

CoreCap 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 		$3.26M Buy
65,450
+2,347
+4% +$117K 0.1% 193
2026
Q1 		$3.14M Sell
63,103
-45,557
-42% -$2.28M 0.11% 176
2025
Q4 		$5.43M Buy
108,660
+9,314
+9% +$466K 0.19% 96
2025
Q3 		$4.95M Buy
99,346
+14,151
+17% +$700K 0.18% 99
2025
Q2 		$4.2M Buy
85,195
+7,662
+10% +$375K 0.17% 110
2025
Q1 		$3.81M Buy
77,533
+33,758
+77% +$1.65M 0.17% 118
2024
Q4 		$2.13M Buy
43,775
+2,497
+6% +$122K 0.1% 205
2024
Q3 		$2.04M Buy
41,278
+5,522
+15% +$270K 0.1% 216
2024
Q2 		$1.72M Buy
35,756
+4,368
+14% +$210K 0.18% 116
2024
Q1 		$1.51M Buy
31,388
+3,514
+13% +$169K 0.08% 229
2023
Q4 		$1.35M Buy
27,874
+2,089
+8% +$99K 0.09% 213
2023
Q3 		$1.22M Buy
25,785
+3,043
+13% +$145K 0.09% 209
2023
Q2 		$1.08M Buy
+22,742
New +$1.09M 0.08% 234
2022
Q4 		$8.91M Sell
187,979
-340
-0.2% -$16.1K 0.64% 31
2022
Q3 		$8.92M Buy
188,319
+178,596
+1,837% +$8.62M 0.75% 30
2022
Q2 		$470K Buy
9,723
+1,753
+22% +$85.2K 0.04% 334
2022
Q1 		$390K Buy
7,970
+1,868
+31% +$92.5K 0.03% 357
2021
Q4 		$305K Buy
+6,102
New +$307K 0.02% 440

Other funds holding LMBS

TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return