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

EdgeRock Capital’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	$7.47M	Buy	150,044 +5,862	+4%	+$292K	1.69%	16
2026 Q1	$7.18M	Sell	144,182 -27	-0%	-$1.35K	1.94%	13
2025 Q4	$7.21M	Buy	144,209 +3,422	+2%	+$171K	1.92%	17
2025 Q3	$7.01M	Buy	140,787 +3,396	+2%	+$168K	1.95%	15
2025 Q2	$6.77M	Sell	137,391 -2,830	-2%	-$139K	2.14%	12
2025 Q1	$6.89M	Buy	140,221 +5,943	+4%	+$290K	4.91%	8
2024 Q4	$6.54M	Sell	134,278 -5,932	-4%	-$290K	4.28%	7
2024 Q3	$6.93M	Buy	140,210 +1,150	+0.8%	+$56.3K	4.87%	5
2024 Q2	$6.68M	Buy	139,060 +3,013	+2%	+$145K	5.17%	5
2024 Q1	$6.56M	Buy	136,047 +282	+0.2%	+$13.6K	5.23%	7
2023 Q4	$6.56M	Buy	+135,765	New	+$6.44M	4.78%	7
2023 Q3	–	Sell	-5,882	Closed	-$280K	–	74
2023 Q2	$280K	Sell	5,882 -3,904	-40%	-$187K	0.14%	53
2023 Q1	$468K	Sell	9,786 -1,184	-11%	-$56.7K	0.24%	34
2022 Q4	$520K	Hold	10,970	–	–	0.29%	29
2022 Q3	$519K	Hold	10,970	–	–	0.3%	24
2022 Q2	$530K	Buy	+10,970	New	+$533K	0.36%	23

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

EdgeRock Capital's LMBS Position: Q2 2026 in Review

EdgeRock Capital increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4.1% in Q2 2026, buying an estimated $292K and bringing the position to 150,044 shares worth $7.47M. The position accounts for 1.69% of the portfolio, ranked #16.

EdgeRock Capital first reported a position in LMBS in Q2 2022 and has held it in 16 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

EdgeRock Capital held 150,044 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $7.47M as of Q2 2026.
EdgeRock Capital bought 5,862 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $292K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 1.69% of EdgeRock Capital's portfolio in Q2 2026, its #16 holding.
EdgeRock Capital first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2022 and has held it in 16 quarters since.
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 EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.