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
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: Q1 2026 in Review

London & Capital Asset Management increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 4.6% in Q1 2026, buying an estimated $834K and bringing the position to 379,432 shares worth $18.9M. The position accounts for 0.21% of the portfolio, ranked #44.

London & Capital Asset Management first reported a position in LMBS in Q4 2024 and has held it in 3 quarters since. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

  • London & Capital Asset Management held 379,432 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $18.9M as of Q1 2026.
  • London & Capital Asset Management bought 16,633 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q1 2026, an estimated $834K.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.21% of London & Capital Asset Management's portfolio in Q1 2026, its #44 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 3 quarters since.
  • 440 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 London & Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.