CoreCap Advisors
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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
Q3 		$3.84M Buy
79,251
+13,801
+21% +$682K 0.11% 174
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

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
TL Private Wealth
TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

CoreCap Advisors's LMBS Position: Q3 2026 in Review

CoreCap Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 21% in Q3 2026, buying an estimated $682K and bringing the position to 79,251 shares worth $3.84M. The position accounts for 0.11% of the portfolio, ranked #174.

CoreCap Advisors first reported a position in LMBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.92M in Q3 2022. 119 funds tracked by Wall St. Rank hold LMBS as of Q3 2026.

  • CoreCap Advisors held 79,251 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.84M as of Q3 2026.
  • CoreCap Advisors bought 13,801 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2026, an estimated $682K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.11% of CoreCap Advisors's portfolio in Q3 2026, its #174 holding.
  • CoreCap Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $8.92M in Q3 2022.
  • 119 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.