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

Equitable Holdings’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	$5.23M	Sell	105,087 -11,648	-10%	-$581K	0.03%	443
2026 Q1	$5.84M	Buy	116,735 +42,838	+58%	+$2.15M	0.04%	391
2025 Q4	$3.69M	Buy	73,897 +10,882	+17%	+$544K	0.03%	459
2025 Q3	$3.14M	Buy	63,015 +8,486	+16%	+$420K	0.02%	476
2025 Q2	$2.69M	Buy	54,529 +18,809	+53%	+$921K	0.02%	487
2025 Q1	$1.76M	Buy	35,720 +12,452	+54%	+$608K	0.02%	549
2024 Q4	$1.13M	Sell	23,268 -281	-1%	-$13.7K	0.01%	643
2024 Q3	$1.16M	Sell	23,549 -4,273	-15%	-$209K	0.01%	637
2024 Q2	$1.34M	Buy	27,822 +6,784	+32%	+$326K	0.01%	579
2024 Q1	$1.02M	Buy	21,038 +5,693	+37%	+$274K	0.01%	617
2023 Q4	$741K	Buy	15,345 +549	+4%	+$26K	0.01%	656
2023 Q3	$699K	Buy	14,796 +357	+2%	+$17K	0.01%	628
2023 Q2	$688K	Sell	14,439 -5,397	-27%	-$259K	0.01%	613
2023 Q1	$950K	Buy	19,836 +3,860	+24%	+$185K	0.02%	476
2022 Q4	$757K	Buy	15,976 +660	+4%	+$31.2K	0.01%	510
2022 Q3	$725K	Buy	15,316 +6,648	+77%	+$321K	0.01%	475
2022 Q2	$419K	Sell	8,668 -14,353	-62%	-$697K	0.01%	597
2022 Q1	$1.13M	Sell	23,021 -10,088	-30%	-$500K	0.02%	385
2021 Q4	$1.66M	Sell	33,109 -819	-2%	-$41.2K	0.03%	306
2021 Q3	$1.72M	Buy	33,928 +2,668	+9%	+$135K	0.03%	286
2021 Q2	$1.59M	Sell	31,260 -773	-2%	-$39.5K	0.03%	291
2021 Q1	$1.64M	Buy	32,033 +262	+0.8%	+$13.5K	0.03%	273
2020 Q4	$1.64M	Buy	31,771 +6,157	+24%	+$318K	0.04%	256
2020 Q3	$1.32M	Buy	25,614 +5,021	+24%	+$260K	0.03%	266
2020 Q2	$1.06M	Buy	20,593 +2,405	+13%	+$124K	0.03%	291
2020 Q1	$928K	Buy	18,188 +755	+4%	+$39.2K	0.03%	271
2019 Q4	$903K	Buy	+17,433	New	+$905K	0.03%	305

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

Equitable Holdings's LMBS Position: Q2 2026 in Review

Equitable Holdings reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 10% in Q2 2026, selling an estimated $581K and leaving 105,087 shares worth $5.23M. The position accounts for 0.03% of the portfolio, ranked #443.

Equitable Holdings first reported a position in LMBS in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.84M in Q1 2026. 453 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Equitable Holdings held 105,087 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $5.23M as of Q2 2026.
Equitable Holdings sold 11,648 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $581K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.03% of Equitable Holdings's portfolio in Q2 2026, its #443 holding.
Equitable Holdings first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2019 and has held it in 27 quarters since.
Equitable Holdings's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $5.84M in Q1 2026.
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 Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.