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

Elevated Capital Advisors’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	$697	Hold	14	–	–	﹤0.01%	780
2026 Q1	$697	Hold	14	–	–	﹤0.01%	766
2025 Q4	$700	Buy	+14	New	+$700	﹤0.01%	738
2024 Q3	–	Sell	-45,383	Closed	-$2.18M	–	274
2024 Q2	$2.18M	Sell	45,383 -2,857	-6%	-$137K	0.61%	44
2024 Q1	$2.33M	Buy	48,240 +1,644	+4%	+$79.3K	0.67%	49
2023 Q4	$2.25M	Buy	46,596 +1,676	+4%	+$79.5K	0.7%	45
2023 Q3	$2.12M	Buy	44,920 +1,870	+4%	+$88.9K	0.72%	41
2023 Q2	$2.05M	Buy	43,050 +8,787	+26%	+$421K	0.68%	43
2023 Q1	$1.64M	Buy	34,263 +18,306	+115%	+$876K	0.59%	58
2022 Q4	$757K	Buy	15,957 +463	+3%	+$21.9K	0.29%	95
2022 Q3	$734K	Buy	+15,494	New	+$748K	0.29%	107
2022 Q1	$1.5M	Buy	+30,560	New	+$1.51M	0.5%	60
2021 Q3	$2.25M	Buy	+44,551	New	+$2.26M	0.78%	33
2021 Q1	$2.01M	Buy	39,315 +22,754	+137%	+$1.17M	0.78%	37
2020 Q4	$852K	Sell	16,561 -323	-2%	-$16.7K	0.37%	89
2020 Q3	$870K	Sell	16,884 -314	-2%	-$16.2K	0.41%	86
2020 Q2	$890K	Buy	+17,198	New	+$888K	0.42%	88
2019 Q4	$240K	Buy	+4,634	New	+$240K	0.27%	102
2019 Q1	$892K	Buy	+17,317	New	+$886K	0.59%	50

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 $103B AUM 28.65% 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

Elevated Capital Advisors's LMBS Position: Q2 2026 in Review

Elevated Capital Advisors held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q2 2026 at 14 shares worth $697. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Elevated Capital Advisors first reported a position in LMBS in Q1 2019 and has held it in 19 quarters since. The position peaked at $2.33M in Q1 2024. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Elevated Capital Advisors held 14 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $697 as of Q2 2026.
Elevated Capital Advisors 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 Elevated Capital Advisors's portfolio in Q2 2026, its #780 holding.
Elevated Capital Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and has held it in 19 quarters since.
Elevated Capital Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $2.33M in Q1 2024.
453 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 Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.