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

First Horizon Corporation’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	$161K	Buy	3,235 +363	+13%	+$18.1K	0.01%	458
2026 Q1	$143K	Hold	2,872	–	–	0.01%	448
2025 Q4	$144K	Hold	2,872	–	–	0.01%	462
2025 Q3	$143K	Buy	+2,872	New	+$142K	0.01%	440

Other funds holding LMBS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

First Horizon Corporation's LMBS Position: Q2 2026 in Review

First Horizon Corporation increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 13% in Q2 2026, buying an estimated $18.1K and bringing the position to 3,235 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #458.

First Horizon Corporation first reported a position in LMBS in Q3 2025 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

First Horizon Corporation held 3,235 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $161K as of Q2 2026.
First Horizon Corporation bought 363 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $18.1K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.01% of First Horizon Corporation's portfolio in Q2 2026, its #458 holding.
First Horizon Corporation 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.
231 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 First Horizon Corporation's 13F filing for Q2 2026, filed 20 Jul 2026.