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

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

CoreCap Advisors's LMBS Position: Q2 2026 in Review

CoreCap Advisors increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 3.7% in Q2 2026, buying an estimated $117K and bringing the position to 65,450 shares worth $3.26M. The position accounts for 0.1% of the portfolio, ranked #193.

CoreCap Advisors first reported a position in LMBS in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.92M in Q3 2022. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

CoreCap Advisors held 65,450 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.26M as of Q2 2026.
CoreCap Advisors bought 2,347 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $117K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.1% of CoreCap Advisors's portfolio in Q2 2026, its #193 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 18 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.
456 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 CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.