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

Elevation Capital Advisory’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 Q1	–	Sell	-26,213	Closed	-$1.31M	–	77
2025 Q4	$1.31M	Sell	26,213 -7,151	-21%	-$357K	0.54%	46
2025 Q3	$1.66M	Buy	33,364 +495	+2%	+$24.5K	0.66%	37
2025 Q2	$1.62M	Buy	32,869 +23,890	+266%	+$1.17M	0.65%	37
2025 Q1	$441K	Buy	+8,979	New	+$439K	0.19%	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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Elevation Capital Advisory's LMBS Position: Q1 2026 in Review

Elevation Capital Advisory sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026, closing a stake of 26,213 shares — an estimated $1.31M sold.

Elevation Capital Advisory first reported a position in LMBS in Q1 2025 and held it in 4 quarters. The position peaked at $1.66M in Q3 2025. 446 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Elevation Capital Advisory reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q1 2026 after selling out during the quarter.
Elevation Capital Advisory sold 26,213 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $1.31M.
Elevation Capital Advisory first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2025 and held it in 4 quarters.
Elevation Capital Advisory's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.66M in Q3 2025.
446 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q1 2026.

Based on Elevation Capital Advisory's 13F filing for Q1 2026, filed 8 May 2026.