London & Capital Asset Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$22.7M Buy
455,785
+76,353
+20% +$3.81M 0.21% 40
2026
Q1
$18.9M Buy
379,432
+16,633
+5% +$834K 0.21% 44
2025
Q4
$18.1M Buy
+362,799
New +$18.1M 0.19% 48
2025
Q1
Sell
-303,024
Closed -$14.7M 104
2024
Q4
$14.7M Buy
+303,024
New +$14.8M 1.26% 39

Other funds holding LMBS

London & Capital Asset Management's LMBS Position: Q2 2026 in Review

London & Capital Asset Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 20% in Q2 2026, buying an estimated $3.81M and bringing the position to 455,785 shares worth $22.7M. The position accounts for 0.21% of the portfolio, ranked #40.

London & Capital Asset Management first reported a position in LMBS in Q4 2024 and has held it in 4 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • London & Capital Asset Management held 455,785 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $22.7M as of Q2 2026.
  • London & Capital Asset Management bought 76,353 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $3.81M.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.21% of London & Capital Asset Management's portfolio in Q2 2026, its #40 holding.
  • London & Capital Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2024 and has held it in 4 quarters since.
  • 456 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 London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.