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

Flagship Harbor 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
Q1 		– Sell
-1,377
Closed -$68.8K – 1557
2025
Q4 		$68.8K Buy
+1,377
New +$68.8K ﹤0.01% 976
2023
Q1 		– Sell
-6,005
Closed -$285K – 638
2022
Q4 		$285K Sell
6,005
-1,096
-15% -$51.8K 0.03% 473
2022
Q3 		$336K Sell
7,101
-285
-4% -$13.8K 0.04% 406
2022
Q2 		$357K Buy
7,386
+258
+4% +$12.5K 0.04% 402
2022
Q1 		$349K Sell
7,128
-4,242
-37% -$210K 0.03% 440
2021
Q4 		$568K Sell
11,370
-10,367
-48% -$521K 0.05% 333
2021
Q3 		$1.11M Hold
21,737
– – 0.12% 189
2021
Q2 		$1.11M Buy
21,737
+4,073
+23% +$208K 0.12% 189
2021
Q1 		$902K Sell
17,664
-69
-0.4% -$3.54K 0.1% 217
2020
Q4 		$913K Sell
17,733
-2,637
-13% -$136K 0.11% 196
2020
Q3 		$1.05M Buy
20,370
+1,148
+6% +$59.4K 0.14% 135
2020
Q2 		$993K Buy
19,222
+51
+0.3% +$2.63K 0.15% 136
2020
Q1 		$978K Buy
19,171
+18,093
+1,678% +$939K 0.2% 111
2019
Q4 		$56K Sell
1,078
-195
-15% -$10.1K 0.01% 779
2019
Q3 		$66K Sell
1,273
-92
-7% -$4.77K 0.01% 698
2019
Q2 		$70K Buy
1,365
+345
+34% +$17.7K 0.01% 664
2019
Q1 		$52K Hold
1,020
– – 0.01% 741
2018
Q4 		$52K Hold
1,020
– – 0.01% 704
2018
Q3 		$52K Buy
+1,020
New +$52.2K 0.01% 789

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Flagship Harbor Advisors's LMBS Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q1 2026, closing a stake of 1,377 shares — an estimated $68.8K sold.

Flagship Harbor Advisors first reported a position in LMBS in Q3 2018 and held it in 19 quarters. The position peaked at $1.11M in Q3 2021. 446 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • Flagship Harbor Advisors 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.
  • Flagship Harbor Advisors sold 1,377 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $68.8K.
  • Flagship Harbor Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q3 2018 and held it in 19 quarters.
  • Flagship Harbor Advisors's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $1.11M in Q3 2021.
  • 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 Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.