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

Luminist Capital’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	$296K	Hold	5,936	–	–	0.39%	28
2025 Q4	$297K	Hold	5,936	–	–	0.37%	33
2025 Q3	$296K	Hold	5,936	–	–	0.26%	58
2025 Q2	$292K	Hold	5,936	–	–	0.29%	36
2025 Q1	$292K	Hold	5,936	–	–	0.31%	29
2024 Q4	$289K	Buy	+5,936	New	+$290K	0.5%	29

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Luminist Capital's LMBS Position: Q1 2026 in Review

Luminist Capital held its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) position steady in Q1 2026 at 5,936 shares worth $296K. The position accounts for 0.39% of the portfolio, ranked #28.

Luminist Capital first reported a position in LMBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $297K in Q4 2025. 440 funds tracked by Wall St. Rank hold LMBS as of Q1 2026.

Luminist Capital held 5,936 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $296K as of Q1 2026.
Luminist Capital left its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF share count unchanged in Q1 2026.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.39% of Luminist Capital's portfolio in Q1 2026, its #28 holding.
Luminist Capital 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 6 quarters since.
Luminist Capital's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $297K in Q4 2025.
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 Luminist Capital's 13F filing for Q1 2026, filed 24 Apr 2026.