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Cullen/Frost Bankers’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Cullen/Frost Bankers’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 		$202K Buy
4,048
+3,888
+2,430% +$194K ﹤0.01% 585
2026
Q1 		$7.96K Buy
160
+2
+1% +$100 ﹤0.01% 1139
2025
Q4 		$7.91K Sell
158
-115
-42% -$5.75K ﹤0.01% 1146
2025
Q3 		$13.6K Buy
+273
New +$13.5K ﹤0.01% 1022

Other funds holding LMBS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Cullen/Frost Bankers's LMBS Position: Q2 2026 in Review

Cullen/Frost Bankers increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 2,430% in Q2 2026, buying an estimated $194K and bringing the position to 4,048 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Cullen/Frost Bankers first reported a position in LMBS in Q3 2025 and has held it in 4 quarters since. 324 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Cullen/Frost Bankers held 4,048 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $202K as of Q2 2026.
  • Cullen/Frost Bankers bought 3,888 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $194K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #585 holding.
  • Cullen/Frost Bankers first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • 324 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 Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.