Crossmark Global Holdings’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Crossmark Global Holdings’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	$224K	Buy	+4,500	New	+$224K	﹤0.01%	1188
2023 Q1	–	Sell	-15,480	Closed	-$734K	–	1306
2022 Q4	$734K	Hold	15,480	–	–	0.02%	649
2022 Q3	$733K	Hold	15,480	–	–	0.02%	634
2022 Q2	$748K	Hold	15,480	–	–	0.02%	657
2022 Q1	$758K	Hold	15,480	–	–	0.02%	724
2021 Q4	$774K	Hold	15,480	–	–	0.02%	725
2021 Q3	$783K	Buy	15,480 +9,480	+158%	+$481K	0.02%	703
2021 Q2	$305K	Sell	6,000 -71,000	-92%	-$3.63M	0.01%	1165
2021 Q1	$3.93M	Hold	77,000	–	–	0.1%	222
2020 Q4	$3.96M	Hold	77,000	–	–	0.1%	221
2020 Q3	$3.98M	Hold	77,000	–	–	0.11%	203
2020 Q2	$3.98M	Hold	77,000	–	–	0.12%	195
2020 Q1	$3.93M	Buy	+77,000	New	+$4M	0.14%	165

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

Crossmark Global Holdings's LMBS Position: Q2 2026 in Review

Crossmark Global Holdings opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 4,500 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1188 among its holdings. This is a return to the name: Crossmark Global Holdings previously reported a position in LMBS as recently as Q4 2022.

Crossmark Global Holdings first reported a position in LMBS in Q1 2020 and has held it in 13 quarters since. The position peaked at $3.98M in Q3 2020. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Crossmark Global Holdings held 4,500 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $224K as of Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Crossmark Global Holdings position in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1188 holding.
Crossmark Global Holdings first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2020 and has held it in 13 quarters since.
Crossmark Global Holdings's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.98M in Q3 2020.
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 Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.