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 Q2	$293K	Sell	5,886 -50	-0.8%	-$2.49K	0.33%	32
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Luminist Capital's LMBS Position: Q2 2026 in Review

Luminist Capital reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 0.84% in Q2 2026, selling an estimated $2.49K and leaving 5,886 shares worth $293K. The position accounts for 0.33% of the portfolio, ranked #32.

Luminist Capital first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $297K in Q4 2025. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

Luminist Capital held 5,886 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $293K as of Q2 2026.
Luminist Capital sold 50 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $2.49K.
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.33% of Luminist Capital's portfolio in Q2 2026, its #32 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 7 quarters since.
Luminist Capital's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $297K in Q4 2025.
457 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 Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.