Cypress Capital Group’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Cypress Capital Group’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	$265K	Buy	5,320 +15	+0.3%	+$748	0.02%	269
2026 Q1	$264K	Sell	5,305 -13,700	-72%	-$687K	0.03%	219
2025 Q4	$950K	Sell	19,005 -18,350	-49%	-$917K	0.11%	127
2025 Q3	$1.86M	Buy	37,355 +1,805	+5%	+$89.3K	0.22%	88
2025 Q2	$1.75M	Buy	35,550 +3,295	+10%	+$161K	0.22%	88
2025 Q1	$1.59M	Buy	32,255 +10,915	+51%	+$533K	0.21%	94
2024 Q4	$1.04M	Sell	21,340 -5,561	-21%	-$272K	0.13%	120
2024 Q3	$1.33M	Buy	26,901 +1,925	+8%	+$94.2K	0.15%	112
2024 Q2	$1.2M	Sell	24,976 -12,905	-34%	-$619K	0.14%	114
2024 Q1	$1.83M	Sell	37,881 -6,716	-15%	-$324K	0.22%	97
2023 Q4	$2.15M	Sell	44,597 -29,610	-40%	-$1.4M	0.28%	84
2023 Q3	$3.51M	Sell	74,207 -20,998	-22%	-$999K	0.51%	53
2023 Q2	$4.54M	Sell	95,205 -15,949	-14%	-$764K	0.66%	43
2023 Q1	$5.32M	Sell	111,154 -27,055	-20%	-$1.3M	0.82%	34
2022 Q4	$6.55M	Sell	138,209 -33,075	-19%	-$1.56M	0.99%	25
2022 Q3	$8.11M	Sell	171,284 -45,498	-21%	-$2.2M	1.35%	13
2022 Q2	$10.5M	Sell	216,782 -87,926	-29%	-$4.27M	1.6%	10
2022 Q1	$14.9M	Sell	304,708 -4,950	-2%	-$245K	1.84%	9
2021 Q4	$15.5M	Sell	309,658 -48,808	-14%	-$2.45M	1.94%	8
2021 Q3	$18.1M	Buy	358,466 +13,629	+4%	+$692K	2.47%	5
2021 Q2	$17.6M	Buy	344,837 +58,866	+21%	+$3.01M	2.38%	5
2021 Q1	$14.6M	Buy	285,971 +43,245	+18%	+$2.22M	2.07%	8
2020 Q4	$12.5M	Buy	242,726 +31,834	+15%	+$1.64M	1.88%	9
2020 Q3	$10.9M	Buy	210,892 +4,429	+2%	+$229K	1.82%	10
2020 Q2	$10.7M	Buy	206,463 +8,720	+4%	+$450K	1.96%	9
2020 Q1	$10.1M	Buy	197,743 +29,320	+17%	+$1.52M	2.33%	9
2019 Q4	$8.72M	Buy	168,423 +45,803	+37%	+$2.38M	1.55%	16
2019 Q3	$6.38M	Buy	122,620 +23,080	+23%	+$1.2M	1.23%	17
2019 Q2	$5.14M	Buy	99,540 +2,850	+3%	+$147K	1.01%	27
2019 Q1	$4.96M	Buy	96,690 +15,170	+19%	+$776K	1.02%	26
2018 Q4	$4.16M	Buy	81,520 +6,825	+9%	+$348K	0.95%	31
2018 Q3	$3.81M	Buy	74,695 +18,705	+33%	+$956K	0.72%	48
2018 Q2	$2.87M	Buy	55,990 +5,125	+10%	+$263K	0.59%	57
2018 Q1	$2.61M	Buy	50,865 +37,565	+282%	+$1.93M	0.55%	61
2017 Q4	$687K	Buy	+13,300	New	+$690K	0.14%	127

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

Cypress Capital Group's LMBS Position: Q2 2026 in Review

Cypress Capital Group increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.28% in Q2 2026, buying an estimated $748 and bringing the position to 5,320 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #269.

Cypress Capital Group first reported a position in LMBS in Q4 2017 and has held it in 35 quarters since. The position peaked at $18.1M in Q3 2021. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Cypress Capital Group held 5,320 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $265K as of Q2 2026.
Cypress Capital Group bought 15 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $748.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Cypress Capital Group's portfolio in Q2 2026, its #269 holding.
Cypress Capital Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2017 and has held it in 35 quarters since.
Cypress Capital Group's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $18.1M in Q3 2021.
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 Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.