Cornerstone Financial Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Cornerstone Financial Management’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	$3.99M	Sell	80,173 -1,134	-1%	-$56.6K	3.2%	6
2026 Q1	$4.05M	Buy	81,307 +4,952	+6%	+$248K	3.71%	6
2025 Q4	$3.82M	Buy	+76,355	New	+$3.82M	3.58%	7

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

Cornerstone Financial Management's LMBS Position: Q2 2026 in Review

Cornerstone Financial Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 1.4% in Q2 2026, selling an estimated $56.6K and leaving 80,173 shares worth $3.99M. The position accounts for 3.2% of the portfolio, ranked #6.

Cornerstone Financial Management first reported a position in LMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.05M in Q1 2026. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Cornerstone Financial Management held 80,173 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.99M as of Q2 2026.
Cornerstone Financial Management sold 1,134 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $56.6K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 3.2% of Cornerstone Financial Management's portfolio in Q2 2026, its #6 holding.
Cornerstone Financial Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
Cornerstone Financial Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $4.05M in Q1 2026.
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 Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.