MAI Capital Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
MAI Capital Management's LMBS Position: Q2 2026 in Review
MAI Capital Management reduced its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 15% in Q2 2026, selling an estimated $111K and leaving 12,762 shares worth $635K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.
MAI Capital Management first reported a position in LMBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.58M in Q1 2025. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- MAI Capital Management held 12,762 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $635K as of Q2 2026.
- MAI Capital Management sold 2,235 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $111K.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1186 holding.
- MAI Capital 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 7 quarters since.
- MAI Capital Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $3.58M in Q1 2025.
- 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 MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.