Dorsey & Whitney Trust’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Dorsey & Whitney Trust’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	$221K	Hold	4,448	–	–	0.01%	686
2026 Q1	$222K	Sell	4,448 -16	-0.4%	-$802	0.01%	652
2025 Q4	$223K	Buy	4,464 +76	+2%	+$3.8K	0.01%	649
2025 Q3	$218K	Buy	+4,388	New	+$217K	0.01%	636

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

Dorsey & Whitney Trust's LMBS Position: Q2 2026 in Review

Dorsey & Whitney Trust held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 4,448 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #686.

Dorsey & Whitney Trust first reported a position in LMBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $223K in Q4 2025. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Dorsey & Whitney Trust held 4,448 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $221K as of Q2 2026.
Dorsey & Whitney Trust left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #686 holding.
Dorsey & Whitney Trust 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.
Dorsey & Whitney Trust's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $223K in Q4 2025.
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 Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.